Sales quotes
Sales quotes are trade documents used for presenting a quote to the customer. They calculate subtotal, total and VAT values and generate payments, but the payments are not presented in the payment plan. The timeliness can be specified on such payment either in the form of a date or as a number of days from the date of issuing a quote. The quote can be registered in any currency, but the currency and the currency exchange rate can be changed also on a document containing items.
List of sales quotes
The list of generated sales quotes is available in the Sales tab under the icon Sales Quotes.
Figure 72 Sales Quotes in tab Sales.
Each item of the list contains:
Number – offer number given in accordance with the applied numeration schemes (see: Configuration -> Numerators)
Date of Issue – date of issuing the quote
Expiration Date – date by which given offer is valid
Customer Code – code of the customer the quote was generated for
Customer Name – name of the customer the quote was generated for
Address – address of the customer the quote was generated for
Subtotal Value – subtotal value of the quote
Total Value – total value of the quote
Status – indicates the current status of the document
Reference Number – reference number of the quote
Figure 73 List of sales quotes.
Below the list of sales quotes, there is the filter panel with built-in filter options and the option allowing for the creation of individual filters. Filters are described in a separate document.
The built-in filter options allow filtering of sales quotes by:
Document status
Document currency
Customer type (customer or secondary customer)
Customer code
Customer address
Date of issue
Expected date
Document value
The filter panel can be hidden or unhidden by clicking on the buttons 
and respectively.