Articles on quotation
On the articles tab it is possible to add the articles to the quotation. You can add, modify or delete the articles by clicking on edit items / serial numbers.
Add article or line
It is possible to add the articles to the quotation in three ways:
Via scan you can look up articles, or scan them directly with a barcode scanner. In this field you can select articles and serial numbers. If you are looking for a specific article in a wide range of articles, you can first select a category at category. You can then search through this category at scan. If you select an article that you have found, it will be listed on the quotation lines. Then of course fill in the correct information in the quotation line and check all important fields.
Manually adding rules
You can create quotation lines by manually filling in the fields in the last row of the overview. Fill in all relevant fields.
Make sure to also view the content of the rules by clicking the down arrow in the rightmost column. It is possible to adjust any dimension fields, price calculations and other conditions.
It is also possible to select items from availability. Availability provides a planning view of all items (or serial numbers) that are available for a specific period. click on availability to open the availability screen.
Delete item or line
You can always delete lines on a quotation. Be careful with this. You can easily delete a line by clicking the cross in the leftmost column. The totals are also updated immediately.
Change item or rule
If you clicked on edit articles, you can edit existing rules. This only works if the quote status is open has. You can also access the details of the rule by clicking the arrow in the far right column. If you adjust amounts, the totals will also be updated immediately. After you have changed the data, click on save in the sub-action bar to save the data.
If you have made many changes to a quotation, the line numbers are often mixed up. By clicking on renumber lines in the sub-action bar, all lines are renumbered, in the order 10,20,30, and so on.
Check stock and availability
When placing articles you can immediately check the stock. Click on item availability in the sub-action bar to check the stock for the selected period. You will get a separate screen with the stock displayed in a timeline. You can slide in the timeline to change the period. The stock of all items on the quotation is shown.