General Fields:
Created | Date quotation was created and day of week. |
Creator | Initials of creator and name of user. |
Survey performed | Survey performed.
When selected, you will be asked if you want to import appointment details for this customer. |
From surveyor | Quotation is from surveyor. |
Surveyor | Initials of surveyor and name of surveyor. |
Enquiry source | Enquiry source code and description of enquiry source. |
Storage required | Storage required. |
Create a follow-up | Create a follow-up for this quotation. |
Printed | Printed / Date last printed and day of week. |
Invoiced | Invoiced / Invoice date of quotation and day of week. |
Questionnaire | Date questionnaire was sent and day of week. |
Next | Move to next page in the sequence. |
Finish | Close window and save any changes you have made. |
Page url: http://help.moveadminister.co.uk/wizardcommercialquotationgeneral.htm