|
32.7 Print the Quote |
  
|
|
32.7 Print the Quote |
|
32.7.1 From the Job/Project screen, click Quote tab
Locate the Quote to print and click the 'Produce Quote' button
32.7.2 Select an appropriate Quote Template from the "Quote Templates" List
Try several Quote Templates to find the one you like or use your own custom Microsoft Word Template.
For more details on how to create Quote Templates, refer to " How do I create Word Templates that Latitude can change" in this How To Guide.
32.7.3 Select a Quote Style from the "Quote Style" List.
A Quote Style is a combination of all the options (tick boxes) on the right side of the Produce Quote screen. Latitude comes with default Quote Styles that you can use and modify. If there is no Quote Style you can create one or more by doing the following:
Double-click anywhere inside the yellow List box called "Quote Style" to open the "Quote Styles" screen.
Enter a name of a Quote Style
Close the screen.
You can create more than one "Quote Style"
32.7.4 Select Options
On the right hand side of the screen, select the options you wish to include in your Quote
Letter Head: This includes your company name, company and information using Latitude formats.
If you wish to use your company's pre-printed letter head paper to print Invoices, then de-select this option.
Postal Address: Postal address of Quote recipient.
Reference: If you want to include Job Number in the Quote, select this and enter label text for the reference number normally the Job Number assigned.
Salutation, Gratuity, Signatory: If you want to include Salutation, Gratuity or Signatory, select these and enter the text. Please note that not all Quote templates show Salutation, Gratuity and Signatory.
Title: If you want to include a title for your invoice, enter a title e.g. QUOTATION.
Detail: You can include Quote texts. To include, select "Detail".
Amount: If you have selected to include Quote detail, you can also include Quote amounts for each line item. To include, select "Amount".
Tax: To show Tax Amount, select "Tax" option and type the name of tax e.g. GST
Quote Amount: To include the Quote Amount, select "Quote Amount" option.
Message: You can enter a message at the bottom of Quote. This field can include rich text features
32.7.5 Press the "Print Preview" button located at the bottom left corner of the screen.
){kind=link}