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Quantum VS Help: Sales Desk |
When you have added header details and Product lines - and reviewed/entered details in the additional tabs within the Sales Contract - you will need to Complete the Sales Contract.
Note: Before Completion you may wish to review details in the Properties area. This might include specifying 'Complete Delivery' options, and more. See Properties: Document Panel.
To Complete a Sales Contract: click Complete on the Toolbar - Sub Menu:
After clicking Complete, the Sales Contract is closed automatically.
You may retrieve the Sales Contract from the Recent Documents section of the Home tab or from the Finder - see Finding Sales Contracts.
The Sales Contract is automatically printed on Completion.
The default output method and Customer Contact is the one defined for the document type 'Contract' in the Document Defaults Tab for this Customer. If no Document default is specified, the default 'print' destination is the default specified for the document type 'Contract' in your User record > IO Control Fields tab.
Notes: (1) You may use Print Groups to view, print and email/fax any document saved to Disk (i.e. to the Linux Host Server). (2) Many Quantum VS document types and Reports are output as XML files which the system automatically converts into 'formatted' PDF files which may be printed via a printer, sent by email, faxed, saved to disk or sent via the Quantum VS XML Highway. See Setting Up XML To PDF Document Printing.
You may specify an alternative print location for this Sales Contract. This will override any defaults for this document only. To do this:
1. When the document is open, select Printer > Print Options from the Toolbar - Sub Menu.
2. The Print Option Window displays:
Select print options by checking Print, Fax, Email and/or Disk and entering the print destination as necessary in the field to the right.
Selecting XML Highway means the document will be transmitted to the Customer Contact via Quantum VS Highway. For this option to be available, XML Print Records must be configured - see Configuring XML Print Records For Quantum VS Highway.
3. When you have finished selecting Print Options, click Print.
This will store print options until the Sales Contract is printed (automatically or manually).
You may manually print - or reprint - a Completed Sales Contract. This will override any defaults for this document only. To do this:
1. When the document is open, select Printer > Print from the Toolbar - Sub Menu.
2. The Print Option Window displays:
Select print options by checking Print, Fax, Email and/or Disk and entering the print destination as necessary in the field to the right.
Selecting XML Highway means the document will be transmitted to the Customer Contact via Quantum VS Highway. For this option to be available, XML Print Records must be configured - see Configuring XML Print Records For Quantum VS Highway.
3. When you have finished selecting Print Options, click Print.
4. The document is 'printed' to the specified location. A dialogue window will indicate that printing was successful. Click OK to close it.
When you Complete the Sales Contract you may see a window prompting you to enter further details, including:
Delivered and Direct Sales Contracts (and Sales Orders): With Delivered and Direct Sales Contracts (and Sales Orders) you have the facility to apply a delivery charge (i.e. a Carriage Charge, Premium Delivery Charge or standard Haulage Charge) on Completion. See Adding A Delivery Charge.
After the Sales Contract has been Completed you may wish to:
Review new and lapsed Sales Contracts. See Reviewing Completed Sales Contracts.
Raise a Sales Order for the contracted goods: After reviewing Sales Contracts on the system - see below - it may then be necessary to raise a Sales Order for the goods the customer is ordering against the Sales Contract, copying lines from the Sales Contract to the open Sales Order. See Adding Product Lines From A Sales Contract To A Sales Order.
Edit the Sales Contract: You may need to edit certain details on the Sales Contract. See Editing A Sales Contract.
Cancel the Sales Contract: You may either cancel the whole Sales Contract or amend its Lapse Date, depending on whether or not Sales Orders have been raised against the Sales Contract. See Cancelling A Sales Contract.
Duplicate the Sales Contract: You may alternatively Duplicate the Sales Contract - either as a Sales Order, Quote, Credit Note, or as another Sales Contract (to create a new Sales Contract from an old one, for example). Use the same method as for Sales Orders. See Duplicating A Sales Order.
Note: To review the full Sales Contract procedure see Working With Sales Contracts.
Once a Sales Contract has been Completed, the Tracking tab displays. This shows the Sales Contract's status and contains all documents relating to the Sales Contract after Completion, such as Sales Orders related to this Sales Contract. Click the Refresh button to refresh the documents (and their statuses) in the Tracking tab:
