Quotes — Printing

If you wish to provide a quote for a customer, you can enter an order, select Quote as the order type, then enter the details for the quote and print a copy of the information for the customer.

You can print a single quote Immediately after posting the quote, or you can print one or more quotes using the Quotes form in the O/E Forms folder.

Select all or a range of orders for which to print quotes (orders with Quote selected as the order type). You can print all quotes from the orders in the range you selected by selecting Include Quotes Already Printed, or limit printing to those that have not been printed by not checking this option.

Sage ERP Accpac Order Entry includes two sample forms you may be able to use to print quotes:

• OEQUOT01.RPT — A quote for laser printers (plain paper version).

• OEQUOT02.RPT — A quote for preprinted forms.

You should set up and test these forms before you begin entering transactions.

How to print a range of quotes

1. Choose Quotes from the Forms folder.

2. Select a range of orders.

3. Choose the Delivery method.

• Select Print Destination to print to your usual print destination

• Choose Customer to use the delivery method specified in the customer record (for example, the customer’s e-mail address).

4. If you are e-mailing the quote to a customer whose delivery method is e-mail, select the ID for the message to send with the quote, or accept the default ID.

5. Select the print options for the quotes.

6. Select Custom Form only if you have a special quote form that does not use the report selection criteria sent by this print form.

7. Select Print Kit Component Items to print all of the components in kit assemblies on the quote form.

8. Select Print Bills of Material Component Items to print all of the components in assemblies that are manufactured from bills of material on the quote form.

6. Click the Print button.

If you are printing the quote on a printer (rather than sending the form by e-mail), you can also click the Align button to print a sample copy of the quote to check that the order information prints in the right places on preprinted forms. If the information does not line up correctly, ensure that you have inserted the forms correctly in the printer.

Printing a single quote from the Order/Invoice Entry form

You can print each quote separately from the Order/Invoice Entry form immediately after posting it. (Order Entry asks whether you want to print the quotes when it displays the "Posting completed" message.)

For more information on the contents of this report, see Quotes — features.

See also

 

Order Entry reports

When Print Destination is File

When Print Destination is Printer

When Print Destination is Preview

When Print Destination is E-mail