Quotation Details Header Section

The Header Section is used to provide details regarding who provided the quote, general contact and shipping information, and the terms being offered for payment. The majority of values found in this section populate automatically from the customer selected but can be changed as needed.

Quoted By

Select the Employee Name of the employee that provided the terms of the quote to the customer.

• May not be the same person that entered the quote into the system

Contact

This field displays the contact person for the selected customer.

*Currency Code

This field identifies the currency in which the quote is provided.

Exchange Rate

This numeric value represents the estimated rate of exchange for quotes using a foreign currency.

• Pulls from currency code selected

Sales ID

Select the salesperson to associate with any jobs created from the quote.

Terms Code

This represents the terms being offered to the customer for any items placed on an order.

Tax Code

This represents the agency for whom taxes would be collected on orders created from the quote.

• Use of EXEMPT tax code common practice for transactions where no tax is charged

Tax codes and term codes are optional on quotes and orders, but are required on AR invoices.

Shipping Code

This identifies the expected method of delivery of finished goods to the customer.

Territory

Territory represents the geographical region the quote is associated with.

• Populates from the Address selected in the Available Addresses section (below)

Ship Via

This field populates from the shipping code selected.

• Text field that can be edited

Inquiry Number

This text field can be used to reference and track values related to the customer's original inquiry.

• Manually entered
• Can be up to 30 alpha-numeric characters

Phone Number / Fax Number

Contact information associated with the customer.

 

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