Invoice Creation - File - Load Quote

Use this option to recall a quote saved for a customer. Once a quote has been recalled, you can process it in the same way as any other invoice or picking slip. For example, it can be amended, cancelled or converted to a production works order for manufactured goods. Where the whole order is for normal stocked line items only – such as fasteners, brackets, tools, etc. – you can convert the quote directly to an invoice.

1. Select SALES | INVOICE CREATION.

Micronet displays the Invoice Creation screen.

2. Select FILE | LOAD QUOTE.

Micronet displays a selection screen with a list of saved quotes.

3. If required, you can filter the list of quotes by entering a Debtor, Held No, Warehouse, Reference or Debtor Name (the last three options apply to Micronet 2.8 only).

The Reference field refers to the value entered in the Reference field on the Invoice Header screen.

Micronet displays the quotes matching your criteria at the bottom of the screen.

4. Double-click on the quote you want to load, or select a quote and press the Enter key.

Micronet displays the Invoice Header with the details of the quote.

5. Continue processing the invoice by completing the steps required in the Invoice Creation Overview under "Sales - Invoice Creation".

Technical Tip The quantities displayed in the Supplied field on the Enter Invoice Line screen depend on your settings in the Loading Quotes - Set Qty  Delivered and Saving Quotes - Set Qty Delivered fields on the Invoicing Configuration screen – see "Edit - Program - Invoicing". For example, Micronet may have saved your original quantity, reset it to the free stock quantity, or reset it to the quantity ordered.