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Quantum VS Help: File Maintenance |
You may wish to set up a customer record so that when a member of staff creates a new Sales Order for this customer (i.e. adds the customer's account code to the Sales Order header) the Quotes and Contracts window pops up automatically. See Quotes And Contracts Window.
The appearance of the Quotes and Contracts window acts as a visual reminder at Sales Order entry, highlighting any current Quotes or Sales Contracts for the current customer which may need following up, or which may be relevant to the current Sales Order. For example:
To set up this facility for a specific customer:
1. Find and open the Customer record for the required customer. See Finding Customers.
2. Make the record active by selecting Amend from the Toolbar - Sub Menu.
3. The General Details tab/header is active by default. Scroll down to the Documents section:
Click the drop-down arrow next to the Quote Window field and select one of the following options:
None (if you do not want the Quotes and Contracts window to appear when the customer Account Code is added to a Sales Order)
Quotes (if you want only the Quotes window to appear when the customer Account Code is added to a Sales Order)
Contracts (if you want only the Contracts window to appear when the customer Account Code is added to a Sales Order) or
Both (if you want the Quotes and Contracts window to appear, showing both quotes and contracts for that customer, when the customer Account Code is added to a Sales Order).
4. Click Save on the Toolbar - Sub Menu to save the amended details for the customer record.
Note: The appearance of the Quotes and Contracts window is also dependent on the setting of the Quotes Contracts Window field within the Selling tab of the Price Book Flags control record.