Enables a new quotation to be created.
Allows an existing quotation to be opened via the Quotation Search form.
Allows an open quotation to be closed giving the user the choice to save or abort any changes.
Saves the current quotation. This option may only be selected after the quotation has been calculated else the following error message is displayed:
Quote has not been calculated cannot save
On saving a calculated quotation, a pop-up box is displayed giving the Quotation No. and an OK button prompt which is used for confirmation purposes.
An existing saved quotation may be cloned in order to reduce the repetetive workload of re-entering the quotation details again. The system prompts:
Are you sure you want to clone this quote? The Yes or No command button is selected as required.If the Yes command button is selected then the current quotation is cloned and is saved and a new quotation number is diplayed on form. the OK command button confirms the new cloned quotation. It is the new cloned quotation that is now the current quotation record on the form and if any of the quotation details need to be slightly amended it can now be edited.
A converted quote may also be cloned. However, should this option be taken, the converted quote is reset to status Q and all references to it having ever being converted are removed.
If the Quotation form has been accessed via the Quote and Agreement setup option from the main Quotations menu then the quotation form has the additional facility of being able to convert the quotation directly from within the Quotation form rather than exiting the quotation and selecting the Convert Quote option. Selection of this option opens the Convert Quote form from where the accepted quotation may be converted into an order.
Displays the Print Selection Dialogue Box. The first field displays the current default printer name. Selection of the down-arrow displays a drop-down list of available printers from which to choose. The second field enables selection of the appropriate item to be printed; the current available options being:
Makeup Sheet
Quotation
A single-click of the mouse will highlight and select the required option.
The Print Preview button presents a form image of the quotation or makeup sheet to be printed. Above the form image is a series of command buttons that enable the image to be viewed in further detail e.g. Next Page, Prev Page, Two Page, Zoom In, Zoom Out, Quit, etc.
The Print command button will print the required selection to the chosen printer destination and return to the primary Quotations form. Only saved quotations may be printed.
The Cancel command button returns to the primary Quotations form without actioning a print command.
Currently unavailable. This option is intended for producing quotations to a local laptop direcory so that they may be exported to a central Kestrel data area at the end of each day for order progression.
This function is designed to enable a quotation to be created offline (on a laptop, for example) with routines being in place to upload/download the relevant data back and forth to the host machine.
Displays the last ten quotation numbers created by a user within a given session.
Exits the current form and returns to the previous form or menu. If the quotation has not been saved then the user is prompted to confirm that they wish to exit or cancel.