Viewing an Existing Quote

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The details of an existing Quote can be viewed, for example, by finding it using the Documents page and when displayed in the Quote Summary by :

Do-it Clicking DocumentView

 

The Quote View/Edit page will be displayed.  It will look similar to this:

 

quote_detail_screen

 

Do-it Click back to return to the Documents page

 

Do-it Click PrintPreview to print the Quote

 

Further actions may be available, depending on the current status of the Quote:

 

Do-it Click DocumentRaw to view the raw text of the Quote

 

Do-it Click DocumentEdit to edit the Quote

 

Do-it Click DocumentDelete to delete the Quote

 

Do-it Click DocumentSend to send the Quote to the buying organisation

 

Details displayed include the following:

 

       Bullet Dated - The date of the document as stated by the supplier organisation.

 

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

 

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

 

       Bullet Currency - The currency of the document values.

 

       Bullet Value Excl.Tax - The total value of the document excluding tax.

 

       Bullet Total Value - The total value of the document including tax, if appropriate and known.

 

You can display further details about the parties to the Quote by clicking expand next to parties and the details will be displayed:

quote_parties

 

You can display delivery information for the quote by clicking expand next to delivery.

quote_delivery_details

 

Further details displayed include:

 

       Bullet Related Documents - Other documents that are associated with this Quote. Clicking

       on a document will cause the display to switch to that document

 

Bullet Attachments - any attachments added to this document.

 

       Bullet Comments - Further comments from the supplier organisation regarding this document

 

Line details displayed include:

 

 

       Bullet Line - A number indicating the sequence of the lines

 

       Bullet Item Code, Classification, Description & Comments - The code used for the goods or services, any classification e.g. UNSPSC codes, its description and any comments about this line of the Quote

 

       Bullet Delivery - The date on which the goods or services will be delivered

 

       Bullet Quantity - The number of units of the item being quoted

 

       Bullet Unit - The unit of measure of the item

 

       Bullet Price - The price of one unit of the item

 

       Bullet Extended - The value of this line of the Quote, excluding tax

 

       Bullet Tax Rate - The rate of tax that applies to this line of the Quote

 

       Bullet Line Total - The value of this line of the quote, including tax

 

Quote footer details include:

 

       Bullet Tax Rate - The rate of tax that this line of the tax analysis is summarising

 

       Bullet Taxable - The value of all the quote lines that this rate of tax applies to

 

       Bullet Tax - The value of tax at this rate

 

       Bullet Validity - The date that the Quote is valid to.

 

       Bullet Ext. Subtotal The total of the extended values of all the lines i.e. excluding tax

 

       Bullet Tax - The total tax value

 

       Bullet Total - The total value of the Quote, including tax

 

The Audit contains details of status changes and, if sent, details about the transmission.  To view the Audit details:

 

Do-it Click expand next to Audit and the full details will be displayed:

 

quote_detail_audit