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Horizon Manuals » Getting Started with Horizon » How to create a Sales Quotation

Topics

  • Sales Orders, Deliveries & Returns 5
    • Creating a Sales Order
    • Creating a Sales Returns
    • Adding Notes on Sales Orders
    • How to create a back to back purchase order from a sales order
    • How to confirm a Delivery status on a Sales order from D when completely delivered.
  • Sales Invoices, Credits & Receipts 5
    • Raising credit notes using the Raise Invoices and Credits option
    • How to Invoice individual orders
    • Adding New Sales Receipts
    • How to create a journal entry to Write off Overpayments and Bad Debts
    • How to write off an underpaid invoice amount when putting on the sales receipt.
  • Purchase Orders & Returns 4
    • Creating Purchase Orders using the shopping process
    • Creating & Processing Purchase returns
    • Spicers & Vow Shortages
    • Converting Purchase order into Stock Movement
  • Purchase Invoices, Credits & Payments 7
    • Converting Purchase Orders to Purchase Invoices
    • Adding a Overhead Invoice
    • Automatic Payments to Suppliers
    • Creating a Manual Purchase Payment
    • Creating a Direct Payment to a Supplier
    • Sending Electronic Remittances to the Wholesalers
    • Combining Two Purchase Orders into One Invoice
  • EDI Orders & Invoicing 4
    • How to send Purchase Orders electionally using Wholesaler Comm's
    • Collecting EDI Invoices from Suppliers
    • Collecting Supplier Terms File
    • Exporting data to Sales-I
  • Contracts & Pricing 9
    • How to create a new contract.
    • How to create a Sales Quotation
    • Turn a Quote into a Contract
    • Catalogue contract matrix spicers
    • Catalogue Contract Matrix Vow
    • Creating a Fixed Margin Contract on a Matrix Range
    • Sharing Deals Across Traders
    • Changing the Expiry Dates of Contracts
    • Price Manager
  • Stock Management 7
    • How to look up stock/product card F8
    • Adjusting Stock via Product Card
    • How to modify a Product Description or Pricing on a Product Card
    • Searching for discontinued items
    • Exporting Catalogues
    • Weekly price update import
    • Merge Stock cards together
  • Trader Card (Customer & Supplier) Management 11
    • Add a Trader
    • Adding a Mailer Contract to a Customer
    • Sending Copy Invoices by Email from Credit Control
    • Modify address on Trader Card
    • Add a Delivery Branch to an Account
    • How to find Trader (F9) Ledger Detail
    • History section of trader card
    • How to add or modify contacts on a trader card
    • Create a flat discount for customers
    • How to add contacts to the Sales and Accounts contacts field on a Trader Card
    • Allowing Back orders from Wholesalers

Last Updated

Aug 27, 2010

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Other Resources

  • Horizon Manual
  • Getting Started with Horizon
  • Horizon Web

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  • Prev: How to create a new contract.
  • Next: Turn a Quote into a Contract

How to create a Sales Quotation

How to add on a Sales quotation

Media_1272371294455_display Zoom

1. Click on Sales
2. Click on Quotations
3. Click on Add
4. Select the relevant trader account code
5. Click on Ok

Media_1272371818292

1. Enter Reference details
2. Click on Add Line
3. Enter the product code
4. Click on box beside rrp to bring up a Calculator box see next step
5. Once happy with the prices quoted click on Confirm

Follow 2-5 for each of the codes to be quoted on.

Media_1272371938428

1. In this instance the price is determined by discount so it is 25% off the retail

 

You can, of course, put in the price you want to charge directly into the Price field without having to use the above calculator if you know the price you want to charge the customer

  • Prev: How to create a new contract.
  • Next: Turn a Quote into a Contract

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