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Column | Description |
|---|---|
Mandatory? | Flag set in a template that denotes whether the item must be included in a quotation. This field is locked and cannot be edited. |
Included? | Flag that determines whether the item's details and price are included the quotation's appearance and pricing. |
# | Sequential number of the item, based on order of appearance. |
VPB Ref. | Reference number of the original VPB item. |
Description | Notes about the item. |
Qty. | Quantity assigned to the item. |
Price | Retail price of the item. |
Published | Published price of the item. |
Buttons
Button | Description |
|---|---|
| Click to import an existing sales advice, or a Template. This button launches an import process where a pre-existing template or quotation can be selected and added to the current sales advice. |
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- Click Import. The Select Document Import Source dialog will be displayed.
- Select the source.
- Click OK. The dialog will close.
- Depending on your selection, follow the on-screen dialogs.
- After selecting the document, the user will be returned to the Quotation tab of the Sales Advice dialog.
Sales Advice Dialog - ReservationTabReservation Tab
The Reservation tab is used to select and reserve available Land from the ECM database for the selected Client.
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For detail on how the Reservation process works, see Land Register and Reservation.
| Info |
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| Other Tabs or functions may be available based on custom requirements. The above content represents Standard configuration. |