Quote Documents consists basically of 3 sections, i.e. the
heading, transaction details and the footer.
The Header Section - contains the details of your
business, the postal and delivery addresses (if delivery address was entered)
of the debtor (customer), the document number, date, number of pages, Tax
reference number, and the reference number of the debtor for the transaction,
and account number. This information was displayed on the Document Entry Header
screen. The Exemption Reference number is the Tax number as entered on the
Edit - Accounts - Debtors (Accounting Information
The Transaction Section - contains the details of the
transactions as selected, entered and edited in the Document Entry Details
screen. It displays the code and description of the stock items quoted, any
comments, any discounts, etc. If you are registered as a VAT vendor and you
have selected a Tax code, and VAT amounts for each item (Exclusive amount, Tax
amount and the Inclusive amount). Finally the total for all the transactions
are displayed at the end of this section.
The Footer Section - contains the message as entered on
the Setup - System Parameters - Documents (Quotes
tab) menu option and the Company and Tax
registration numbers if entered on the Setup - System Parameters - Company Info (Address tab) menu option. This section also includes a place for
the name and signature of the person, who accepts the quote and the date on
which the quote is accepted.
You may also select to print the company logo instead of your
address on the quotes. If you select to print your company logo, make sure that
your address and contact numbers are included in your logo.
When a debtor (customer) accepts a quote, the debtor (customer)
may accept all the items on the quote or may wish to add some other items or may
even wish not to take all the items. You may confirm
and convert the quote to an invoice. Note
that quotes cannot be posted or updated to the