Fax Sale Approval Quotes

** This utility is under development and is not yet available. **

This program will fax a Sales Quotation, as previously entered in Sales Approval Quotes to a customer. Your company name, address, phone & fax number will be preprinted in the centre at the top of the quotation, so that a cover page is not required, unless you want to precede the quotation by more than two comment lines.
Only one quote may be faxed at a time.

Standard terms specific to your Sale Approval Quotes can be setup in Setup Document Faxing Terms to fax as a second page after each quotation is faxed using VSIFax.

Note: Crystal Reports does not support direct document faxing:
Even if your firm utilizes Forms Control, the standard print format of the document will be faxed when these direct faxing utilities are used.
If a Forms Control document is required, print the document and fax a copy manually.

The prompts are:

QUOTE NUMBER

<F4> Enter the desired quotation number, or look it up in the window.

FAX NUMBER

If the software has the fax number on record in the Customer file. It will display automatically.

If the fax number does not display, type it in. Do not use spaces between the numbers, since this is not acceptable to the fax modem. Dashes are ok. If the customer is long distance, type a 1 in front of the fax number.

e.g. Acceptable fax numbers include: 14165551000 or 1-416-555-1000

SEND COVER PAGE

Enter Y (YES) to send a cover page for the fax. A window opens prompting for an unlimited number of lines of comments.

SEQ

The sequence number automatically tracks the number of lines entered on the fax.
To make a blank line, press <ENTER> to leave the comments line after sequence number blank. To make a double blank line, press <ENTER> key twice, etc.

COMMENTS

In ADD Mode type in your message to this customer. If you make a mistake, use either CHANGE mode or EDIT mode. You can also delete complete lines using the <F7> DELETE Key. The message displayed on the screen is how the fax will appear when sent.

Finished?

Press ACCEPT Key twice to exit the window.

Enter N (NO) to skip the cover page. Two lines of comments can still be included.

ATTENTION LINE 1

This is a comments line that prints at the top left corner of the fax, before the document prints. It should be used to indicate who is to receive the fax.
Note: what you type in as the comment is what prints out.

ATTENTION LINE 2

Use line 2 if you need more space to indicate who should receive the fax. Use line 1 first.

ENTER 'Y' TO ACCEPT, / CANCEL

Enter Y (YES) to proceed or / to cancel.