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Quotation fields

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Transaction type

If transaction types are used in your environment, this field can be used to apply a separate account classification to your documents. This field will also be copied to the next document status.

Quotation no.

The quotation number is the unique number that a quotation receives, which is automatically generated.

Customer

The selected customer for whom the quotation is intended.

Contact person

A contact person within the customer's company who will receive the quote. This field is not mandatory, but it is recommended to use.

Delivery Address

The address where the items should be delivered if the quotation becomes an actual order. If no address is selected, the default address is selected from the customer data. This is also the billing address. It is therefore not necessary to create additional addresses for companies of which only one address is known.

Reference

A reference for the customer, for example a serial number or a project number for administrative processing at the customer.

Status

Automatic value to indicate the status of the quotation.

Created on

The date when the quote was produced.

Send

This field is the time of sending, usually a date. The send field initially changes automatically after the field Invoice start changes depending on the duration of delivery set on a shipping method or a customer card. The field that is filled in on the quotation header is a suggestion that is copied when placing items on the quotation.

Invoice start

This field is when the invoicing of items starts. This can deviate due to, for example, delivery / transport time. The field that is filled in on the quotation header is a suggestion that is copied when placing items on the quotation. The billing start is therefore adjustable per item.

Invoice end

This field is when the invoicing of items ends. This can also deviate due to, for example, delivery / transport time for return. The field that is filled in on the quotation header is a suggestion that is copied when placing items on the quotation. The billing end is therefore adjustable per item.

Return

This field is when the items will be returned to the warehouse. Also depending on the delivery / transport time, it is good to see when the items are returned. The field that is filled in on the quotation header is a suggestion that is copied when placing items on the quotation.

Expiration date

The date on which this quotation will expire and is no longer valid.

Created by

The user who created this quotation.

Delivery method

The delivery condition that is set during the creation of the quotation in agreement with the customer. How does the customer want the delivery to take place? This data is also copied when an order is made from the quotation. Values in this field can be set with master data.

Edited by

The user who last edited the quote.

K/T% on new rule

Discount or surcharge percentage on the prices of the articles that are included in the quotation. A positive value is a surcharge (T) on the standard price and a negative value (K) is a discount on the standard price.

Period on new rule

The period used for the price / unit field on each item placed on the quotation.

Ignore price fixing

If no standard discount may be charged for this quotation, tick this box.

Balance

The total value of all items on the quotation, including VAT.

Warehouse

The warehouse related to the quotation, where the order is also created if the quotation is approved.

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