Order

Displays the order to which the quotation belongs. You can also select another order here.

Code

Enter a unique code to identify the quotation. The code must be unique across all orders.

Name

Enter a relevant description for the quotation.

Active?

Indicate whether or not the customer quotation created must be active. Yes is selected by default. Only one quotation can be active on an order. If you try to add another quotation with this field selected to Yes, the earlier quotation's Active? field is automatically moved to No. You cannot edit this field in the Accepted status.

Fixed price?

This field is automatically set to Yes if a fixed quotation line is added to the quotation.

Valid through

Select a date until which the quotation is treated as valid.

Completed date-time

Enter the date-time on which the quotation is completed.

Responded date-time

Enter the date-time on which the sales person responded.

Sent by person

Select the sales person who prepared the quotation.

Total costs excl. VAT

This calculated field displays the total amount of the costs excluding VAT.

Total revenue excl. VAT

This calculated field displays the total amount of the revenue excluding VAT.

Total revenue incl. VAT

This calculated field displays the total amount of the revenue including VAT.