Entering a Quote/Budget

To enter quote or budget information for a job, select the job and click the Quote/Budget tab.

Field	Description
Group select	Click the checkbox in the first column to select the line as part of a group of lines on which you can perform actions using the right-click menu.
Narrative	The second column displays the icon if the line has a narrative attached. Right-click on this field and select Add a Narrative to add a narrative to a line. You can only add or edit a narrative after you save the line.
Code	A product code. Type ? and press Tab to return a list of products. Double click the product to add its code to this field. Type . (full stop) and press Tab to load a Bill of Materials.
Description	A product description. This uses the description of the product as entered in the main stock record. You can change it.
Qty	The quantity to supply. The default is 1.
Copy to	The tab to which to copy this transaction if the quote becomes a job: C - Cost T - Time P - Purchase N - None The total quantity of T type transactions is shown on the bottom of the Quote tab. This updates when you click Save.
GST No	Select the GST number from the list of GST entries. This sets the GST rate.
Cost	The cost of the product. This uses the cost entered in the stock records, but you can change it.
Sell	The selling price of the product. This uses the selling price, as attached to the customer. You can change it.
Total	This is automatically calculated. You cannot change it.
Markup %	This value is automatically calculated. You can change it. Enter the percentage of the new markup, without the % sign — for example, 112.5.
Status	The status of this line.
Date	The date on which you are entering the transaction.
Cost Type	Enter a Cost Type, if types are used. Type ? and press Tab to select from a list of cost types.
Cost Group	Enter a Cost Group, if groups are used. Type ? and press Tab to select from a list of cost groups. This field is automatically populated if you enter the cost type first. You can change the value in this field.
Disc (%)	Enter the discount applied to the selling price of this line.
Gross Margin %	This is automatically calculated. You cannot change it.
Supplier Name	The preferred supplier for any lines that you must order for this job. This is used when creating purchase orders based on the lines that have the Copy to option set to P on the quote.
From Location	The preferred location to draw stock from if this quote becomes a job.
Kit No	When a kit is added to the job, the lines of the kit are given a kit incidence number that holds the components of the kit together. Lines that are not part of a kit have the value -1.
Quote Options	This works with the Quote options defined in the area above the grid. One quote option is created by default (Default Option)
Analysis Codes	Analysis Codes are codes that you can assign to transactions to group them together for sorting and reporting.
Labour Allowance	Use this to specify a unit labour allowance associated with a product. Labour allowance is optionally entered in the labour allowance column and can also default from an extra field on the Stock Item window. This is a per unit labour value that is multiplied by quantity. The sum of labour allowances displays at the bottom of the screen.
Total Labour Allowance	The extended labour allowance. You cannot edit it.

You can also select these columns, which display when you right click on the column header and choose Select Visible Columns:

Field	Description
Sell Inc GST	The sell price, including GST.
GST	The GST value per unit.
GST Total	The total line value of GST.
Total Inc GST	The line total including GST.
GST Rate	The rate of GST.
Length, Width and Depth	These enable you to apply factors to the quantity. These default to 1.
Total Qty	This is used with Length, Width, and Breadth to give the effective quantity when these factors are multiplied by quantity.
Line Type	This is normally zero, but this can also be: 1= Kit header 2=Component
Kit Code	This column is normally blank but can contain the bill of materials code of a kit
Line #	The line number. You can edit this and re-sort the lines.
Analysis codes 1 and 2	You can use this as another coding for posting to the General Ledger.
Showline	This column contains Y or N to indicate if the line should appear on an invoice. This applies to kit component lines where the component lines may be hidden (set on BOM header)
Spread	Defaults to Y but you can change it N. This Indicates whether or not the line is taken into account when using the spread function to alter the quote total.
Pref Serial #	Select a serial number if the stock item is serialised. This pre-assigns the serial to this line of the job. The line quantity must be 1.
Schedule #	The billing schedule number when using progress invoicing.

Clicking Save or Save & Exit commits the changes. Clicking Cancel cancels changes and returns to the search screen.

When adding lines, the checkboxes for those lines do not appear until you save the quote.

Note: The Quote tab does not move stock to Work In Progress. Sending items to the Invoice tab from the Quote tab does not move stock.