Choosing the various methods for estimating and quotations
There are several options to set the pricing and tax structure for Quotes and orders. Read through each set in turn and set the appropriate values to match the company procedures.
The main choices are to determine how pricing is to work, how to deal with VAT, and which extra options to set up to support the data entry, for example, the phrase table and the catalog. There is also a customer database to set up - this contains the basic customer information (names, addresses ...)
In a few cases some System parameters have to be set - this makes sure that the correct data is generated for use with Quotes and Orders when the data is optimised.
The Phrase table, Customer database and Catalog are on the Libraries menu - the other items are on the Parameters menu.
System parameters to set for Quotes
When using Quotes / Orders and Estimating or using Costing reports the following items need to be set to make sure that the correct data is available for these reports. Set the following System parameters:-
Create data for
Make sure that 'Cutting times' is checked so that cutting times are included in the costing.
