Quotes

1. Navigation: For tips on how to add/edit/delete Quotes and more, please see the “General Navigation” section.
2. Quote Lines: Use standard navigation methods to Add, Update or Delete Quote Lines.
   1. Fields:
      1. Description (required): This will default from the Item and can be changed here as needed.
      2. Rate (required): This will default from the Item and can be changed here as needed.
      3. Unit: This will default from the Item and can be changed here as needed.
      4. Quantity (required)
      5. Discount: If you want to apply a discount to this Quote line, enter the discount amount here (in either currency or %, depending on your settings in Preferences.)
      6. Non-taxable: This will default from the Item and can be changed here as needed.
      7. Date: If you want to display a Date with this Quote Line tap on the Date arrow and select a date from the Calendar.
3. Create Quote Copy: To create a new Quote that is a copy of another Quote, tap “+” to create a new Quote, and then tap the “Create Quote Copy” button. Select the Quote from the list and the details will be copied to the new Quote.
4. Multiple Companies: If you have multiple Companies, you will need to select a Company from the list before proceeding to the Quotes list.
5. Quote Fields:
   1. Number: The Quote Number is automatically assigned and cannot be modified. If you wish to change the next sequential Quote Number you can do this in “Companies”.
   2. Customer (required): Tap on the Customer field and select the Customer from the list.
   3. Status: Tap on the Status field and select a Status from the list. The default Status is "Draft".
   4. Date (required): Quote Date
   5. Due Date: An optional field to indicate the Quote Due Date.
   6. Delivery Date: An optional field to indicate the Delivery Date. This will not be displayed on the Quote, but will be copied to the Invoice if you create Invoice from Quote.
   7. Currency Symbol (required): Example “$”. This will default from the Company setup.
   8. Currency Code: Example “USD”. This will default from the Company setup.
   9. Order Number: Use if the Customer has a purchase order number associated with this Quote.
   10. Custom Fields: If you have set up one or more Custom Fields for this Company, enter your custom values here.
   11. Line Items: Tap on the Line Items field to add/update line items on the Quote.
   12. Notes: These will default from the Company setup.
   13. Totals: Tap on the Totals field to update the Discount, Taxes and Shipping values.
   1. Discount: If you wish to apply a discount to the whole Quote, enter the discount here (currency amount or a percentage, depending on your setup in Preferences).
   2. Taxes: If you require 1 or 2 taxes on your Quote, turn on the switch and populate both the Tax Code (e.g. “GST”) and the Tax Rate % (e.g. “12.5”). These values will default from the Company setup.
   3. Shipping: If there is a shipping/delivery change, enter the amount here.

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