Overview

When you click on an Quote document in the Documents Document List, Tree or Search results, the details are displayed in the adjoining panel as shown below:

Details displayed include the following:

        The document type and number

        To - the buying organisation to which you will send (or have sent) the document.

        Dated - The stated date of the document

        Raised - The date & time that the document was raised.

        Excl.Tax - The total value of the document excluding tax and the currency of the document

        Total - The total value of the document including tax and the currency of the document.

        Related To - Any document from which this document was derived or which is derived

       from this document. Clicking on the document number will cause the display to switch to that document.

        Comments - Any comments, notes and remarks associated with this document.

        Status fields:

               Sent Whether or not you have sent the document to the buying organisation.

        Status icons:

                Usually, you need to take some action.

                You may need to take some action.

                Usually, you do not need to take further action.

From this page you can:

Click to view more details of the Quote in the Quote View/Edit page

Click to view a printable representation of the Quote

Click to edit the Quote

Click to delete the Quote

Click to send the Quote to the buying organisation

If the Quote has already been sent only the following options will be available:

Click to view more details of the Quote in the Quote View/Edit page

Click to view a printable representation of the Quote

Click to re-send the Quote to the buying organisation