Regular customer quotes on rentals and sales transactions can be
entered in the Quotations document
option.
Alternatively, quotations on large purchases of sale items
requiring a credit check can be entered and processed in the
Sale Approval Quotes utility.
Sales Quotes:
A Sales Quotation is used for estimating
the charges for product sales, or disposals of rental
equipment.
If the customer accepts the quote, it can be converted to a
Contract or Reservation, and if there are no rental products on the
quote, it can also be converted directly to an Invoice.
The sales quotation is similar to Miscellaneous Invoices except that it does not
remove the equipment from inventory, or check the availability. It
prints using the same format as the invoice, and can be mailed,
emailed, or faxed to the client to confirm the estimate.
Quotes can be reprinted or deleted when no longer required.
Print Quotes
Fax Quote
Delete Quotations
Quote Status Maintenance:
Quotation Status Codes
Quote Status Report
Change Quote Date Out/Date Due
Convert Quote:
Convert Quote To Reservation
Convert Quote To Contract
Convert Quote To Invoice - Sales only
Credit Approval requirement in Sale
Approval Quotes:
Purchases of large pieces of equipment that require customer
"Credit Approval" before the quote can be converted to an invoice
can be processed using the separate Sale
Approval Quotes feature so that the Credit Department is
notified by email per the address setup by Division in Credit Department Email Addresses when the quote is
completed.
A quote that is submitted to the Credit Department cannot be
converted to an invoice until it is approved.
Sale Approval Quotes:
Print Sale Approval Quotes
Fax Sale Approval Quotes
Delete Sale Approval Quotes
Sale Approval Quote Status Codes
Quote Status Report
Credit Approval Processing for Sale Approval Quotes:
Credit Department Email Addresses
Sale Quotes Pending Approval - with
overview of Credit Approval feature
Remove Sale Quote Approval
Sale Approval Quote/Invoice Inquiry
Convert Sale Approval Quote
Convert Sales Approval Quote To Sales
Order
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