This option cannot be selected while you are adding/maintaining a quote.

Once you enter a customer code and either Tab or press Enter, the Customer field is disabled. You can then change the code by selecting this option.

Enter the customer for whom to generate the quick entry quote.

Although you can capture and save a quote without reference to a customer, a valid customer must be specified before you can convert a quick entry quote into an order. If you do not specify a customer, then the quote is created in your local currency. To create the quick entry quote without entering a customer number, you leave the customer field blank and use either the Tab or Enter key to proceed to the next field.

You can only add notes after entering a stock code on an order line.

If you do not select this preference, then you use the Reminders option to check for quotes that require follow up.

Select this to be able to specify the required cost markup or profit margin percentage.

This option is only available when the Display costs in Quick Entry option is enabled (Sales Orders Setup).

	This option does not apply to quick entry quotes processed for foreign currency customers, because the cost is in the local currency and the price in the foreign currency.

All quantities are placed into ship, unless you select the preference: Automatically put order qty into backorder.

All quantities are placed into back order.

A valid reason code must be entered when the option: Order Analysis files to be generated - Order lines cancelled is enabled (Sales Orders Setup).

Enter the first date on which you want to be reminded of the quote.

	To automatically activate the reminder when you access the Quick Sales Order Entry program, you need to set the following preferences: Default days until follow up date Automatically check for reminders

Select this to save the current quote as a new quotation.

This function is useful if you are processing a number of quotes, each with minor changes, for the same customer.

An additional hyperlink is available (Resolve GeoLocation from address) to resolve addresses using the long or short name. The Use short names when resolving addresses option (System-wide Personalization) determines which name to use by default. SYSPRO reads the name returned from the map provider in XML. If the short name returned in the XML is the same as the long name, then no short names are available from the map provider.

The quantity available is the quantity on hand less the quantity allocated to sales orders for the item in the selected warehouse. The quantity allocated to sales orders is the order quantity and includes quantities on backorder.

	The quantity available includes stock on hold, stock in expired lots, stock locked by Engineering Change Orders and stock in bins that are on hold. The reason is that the quantity on hand (used in the calculation) is the quantity physically in the warehouse and includes quantities on hold.

(Quantity on hand + Quantity in inspection + Quantity in transit + Quantity on order allocated to sales orders - Allocated to Work in Progress - Quantity reserved for WIP allocations).

The last two prices paid for the stock item by the customer are displayed, enabling you to select which one to use. This facility is available only if you selected the option: Customer/stock code cross-reference required for the customer (Customers).

Details are only displayed if the option: Customer/stock code cross ref. required is enabled against the customer (Customers).

Details of all invoiced orders currently held on file for the customer are displayed.

The Quantity required must be greater than zero before the line can be inserted into the quote.

For stocked items, this defaults to the warehouse defined against the customer (Customers) If no default warehouse is defined against the customer, then this defaults to the warehouse defined against your operator code (Operators - Defaults). If no default warehouse is set up against the customer, company or operator, then subsequent lines of the order will be populated with the warehouse used in line 1.

You use the SO Templates program to define general templates.

If no template is defined for the customer, the message: "There are no details for this order template" is displayed. You can then either use the SO Templates program to define a template for the customer or you can select to use a previously defined general template.

You can browse on this field to use the Browse on SO Templates program to display a list of templates currently defined.

Only active templates can be used (see SO Templates).

Lines with a quantity of zero can be individually added to the quote by highlighting them and then selecting the Insert Lines option. If the quantity is zero, then the line is added with a quantity of one.

For non-stocked items, the warehouse defaults to '**' and cannot be changed.

For stocked items, this defaults to the warehouse defined against the customer (Customers) If no default warehouse is defined against the customer, then this defaults to the warehouse defined against your operator code (Operators - Defaults). If no default warehouse is set up against the customer, company or operator, then subsequent lines of the order will be populated with the warehouse used in line 1.

When adding lines from a template, if the stock item is not stocked in the warehouse defined against the customer, then the warehouse defined against the stock item is used.

This indicates the stock item for which you are capturing the quote.

For stocked items, this indicates the description that has been assigned to the item.

For non-stocked items this enables you to enter a description for the non-stocked goods.

If stock is not allowed to go negative and there is insufficient stock available, then a window is displayed enabling you to decide what action you want to perform (see Insufficient Stock).

The option: Back orders allowed (Customers) is ignored at the time of entering the quote. It is only applied once the quote is converted to a sales order.

When adding lines from a template, if the preference: Ignore check for quantity available is selected, then the full order quantity is placed in the Ship quantity field. If the preference: Automatically put order qty into back order is selected, then the full order quantity is placed into backorder and the Ship quantity is zero.

This indicates the price associated with the item. The price that is displayed is determined by the pricing method you defined.

The price is in the currency defined against the customer (Customers).

See Activity considerations in Notes and warnings.

If you are allowed to change the price, but a password is defined for this function, then you need to select the Edit option from the Change price column to change the price.

See Password considerations in Notes and warnings.

This field is always enabled for non-stocked items, regardless of any operator security or passwords defined.

If you configured a cross reference between the customer and the stock code, then you can select the Last Price function to view details of the last two prices paid by the customer for the stock item. You can optionally select to use either of these prices.

For contract customers, you can select to apply an expired contract price to a stocked item providing it is the lowest price. This facility is available only if you selected the option: Prompt for expired contracts (Sales Orders Setup).

Select this to change the price of the item.

This column is only enabled if a password is defined for the function: SO changing prices in quick entry and you are allowed to change prices in Quick Entry.

See Activity considerations in Notes and warnings.

See Password considerations in Notes and warnings.

For stocked items, this indicates the cost associated with the item in your local currency.

The cost is only displayed if the options: Display costs in Quick Entry and Cost and gross profit in order totals are enabled (Sales Orders Setup).

This field is always enabled for non-stocked items, regardless of any operator security or passwords defined.

Select this to define a markup percentage to apply to the Cost to determine the Price.

You cannot select this option for foreign currency quotes as the cost is displayed in the local currency and the price in the foreign currency defined against the customer.

See Activity considerations in Notes and warnings.

Indicate the percentage to apply to the Cost value to give the selling Price.

The Price is determined as follows: Cost + (cost x markup %)

This field is only available if you selected the Markup option and:

The Price is determined as follows:

Cost / ((100 - Profit %) / 100)

You cannot select this option for foreign currency quotes as the cost is displayed in the local currency and the price in the foreign currency defined against the customer.

This field is only available when the Enter profit % option is enabled and

Enter the percentage to apply to the Cost to determine the Price.

This field is only enabled if you selected the check box in the corresponding Profit margin column.

Select this to apply a discount percentage or discount value to the line.

See Activity considerations in Notes and warnings.

A password may be required to change the discount.

See Password considerations in Notes and warnings.

This field is always enabled for non-stocked items, regardless of any operator security or passwords defined.

For stocked items, this defaults to the product class defined against the item (Stock Codes) but can be changed.

This field can be left blank at the time of processing the quote, but must be defined when converting the quote to an order.

When you change a price code it reverts to the default price code after you change the Quantity when the stock code pricing method is Quantity Discounted and the Quantity discount price update option is set to Always or When order quantity changed (Sales Orders Setup). This does not apply when the price is manually overridden and the price code is set to ''."

You can select the browse icon to use the Browse on AR Invoice Discounts program to select the required price code.

Price codes are maintained using the Browse on Stock Code Pricing program.

	Quick entry quotes can only be printed online.

See Activity considerations in Notes and warnings.

This applies only if you previously printed the quote.

Enter the fax number to which the document must be faxed.

The fax number defined against the customer (Customers) is automatically displayed in this field, but can be changed.

Indicate the customer purchase order number you want to assign to the order.

Depending on your selections at the option: Customer purchase order number - Validate duplicates (Sales Orders Setup) you are either warned or disallowed from continuing if you enter a customer purchase order that has already been used on another sales order.

Indicate the discount/surcharge you want to assign to the order.

Up to three chained discounts can be entered.

For example:

Your line total is $100 and you define chained discount percentages of 10% and 5%. The calculation of discount is as follows:

This option is only enabled after you enter and accept a customer code.

Assign a sales order type to the sales order you are creating from the quote.

Sales order types are maintained using the Order Types program.

Select this to automatically copy custom form data captured for the quote to the new sales order created.

Custom form data is copied only if the design field name and type is the same for both the sales order and sales order quick entry forms. The Quote Header and SO header must have at least one custom form field in common. Regardless of whether you select Copy custom form to sales order, if you have designed a Sales order number custom form that includes mandatory fields, then you must capture data at these fields before you can create the order.

Select this to begin the conversion process.

When you convert a quote into a sales order, the Minimum order rules defined against the customer are applied. Refer to Customers - Minimum order rules for details.

The sales order is automatically placed in a status of suspense if the customer's credit limit is exceeded.

If your sales order numbering method is defined as Manual (Set Key Information) then you must enter an order number for the quote.

If your order numbering method is defined at company level, then the next available order number for the company is assigned to the quote.

If your order numbering method is defined at branch level, then the next order number held against the branch assigned to the customer is used.