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U S E R G U I D E
A P O S T L E V E R S I O N 1 0
Q U O T A T I O N S & Q U O T A T I O N S M A N A G E M E N T

Contents
Introduction..................................................................................... 2
Quotations ...................................................................................... 3
Quotation Types ..................................................................................................4
PROFORMA Account..............................................................................................4
Adjustment of Quotation Price ................................................................................7
Quotations Management .....................................................................17
1 Display...........................................................................................................................17
Jottings .......................................................................................................... 19
Copy (Print a Copy Document)............................................................................... 24
2 Modify............................................................................................................................27
Add Line ......................................................................................................... 29
Modify Line ...................................................................................................... 31
Delete Line ...................................................................................................... 33
Locking mechanism ............................................................................................ 35
Change Address Details ....................................................................................... 36
3 Delete ............................................................................................................................38
4 Copy ..............................................................................................................................39
Reports .........................................................................................42
1 Customer Prints – Quotations ........................................................................................42
Customer selection ............................................................................................ 43
Print Mode ....................................................................................................... 43
Format ........................................................................................................... 43
2 Miscellaneous Reports – Document Line Details ...........................................................44
1

Introduction
The information contained within this user guide has been written using a standard version release
of Apostle application software.
Configuration of your system was set at the time of installation. Bespoke changes to your version of
Freeform (Quotations) may have been made either during or following installation and, therefore,
may not be included in this guide.
The guide covers the main functions in Freeform and Quotation Management in Apostle Version 10.
Examples of screen layout and general procedure are described and links to other related
procedures, with their location within the system, are referenced throughout this guide to allow any
user to grasp a fast, usable knowledge of the Quotation Function and related programs.
It is assumed that the user has acquired a general knowledge of the main system conventions and
pre-programmed keyboard functions.
The central function of the Apostle Application is Sales Orders and its format is generic to many
others of the Order Processing functions. Functions such as Customer and Stock Selection are
described in detail in the Sales Orders Guide to which users should refer, as they are not included
in this guide in order to avoid repetition.
2

Quotations
A fundamental function of the whole quotation system is the ability to modify Quotations and
restore them into Sales Orders. The system may be configured to store quotations, either
automatically or manually, when they are completed.
If the system is configured to store quotations manually, by pressing at the completion stage,
it should be borne in mind that a quotation, which has not been saved, can neither be modified nor
restored at a later stage.
If the system is configured to save quotations automatically, all quotations are stored regardless.
Starting from the Main Menu
Figure 1
Select option 15 Freeform
Figure 2
3

Quotation Types
The user will be presented with 5 options from which to select
The first three options – Blank, Quotation and Proforma – are all processed in exactly the same
way. The difference is that the document heading will match whichever of the three types is
selected.
If the account named PROFORMA is used, a freeform name and address may be entered enabling
quotations to be prepared for non-account customers.
Option 4 Web Quote is a defunct function
Order Acknowledgement will generate a document that may later be restored into a Sales Order.
The essential difference between documents stored as Quotations and Order Acknowledgements is
that Order Acknowledgements are stored automatically regardless of system configuration
In addition, an Order Acknowledgement can only be restored into a Sales Order once and is
deleted as part of the process, whereas there is no restriction on the number of times a Quotation
may be restored.
Whichever option is selected, the display will move on to the Customer Name prompt
Figure 3
n.b. Refer to pages 3-18 of the guide entitled Sales_Orders_Apostle_V10 for details of the following
Change Branch/Printer - pages 3-4
Customer Selection - pages 4-5
Selecting and processing Normal Stock Lines - pages 5-18
PROFORMA Account
In the following example, the Proforma quotation type has been selected and the customer account
PROFORMA is being used.
Figure 4
4

Figure 5
The user is now requested to enter a freeform Customer Name, followed by five Address lines.
The first two address lines must contain at least one character of text.
By pressing at the Customer Name prompt, the user may select from a list of all customers
for whom quotations have been prepared on previous occasions, as shown in Figure 6 (below).
Figure 6
Resuming now from Figure 3 on page 3.
Figure 7
Select a Stock Item to be included in the quotation.
5

Figure 8
The Overriding Options menu may be used to adjust pricing details. Press to access it.
Adjustments made using Overriding Options are referred to as Specific Input.
To return to the Quantity prompt press any control key - , or .
In the example shown below in Figure 9, three stock lines have been entered and the Sub Menu has
been accessed by pressing twice at the Catalogue Number prompt.
Figure 9
Note that there are far fewer options available in the Sub Menu in Freeform than there are in Sales
Orders. In the Freeform function, Non-Standard lines are used when Special and Direct lines are
to be included in the quotation as well as in their own right.
6

When a quotation is restored as a Sales Order, the program will detect a Non-Standard line and ask
the user if he/she wishes to retain the line as a Non-Standard or convert it to either a Special or
Direct.
n.b. Refer to the guide entitled Sales_Orders_Apostle_V10 for details of the following line types and use of
the Restore Quotation function.
1 Display/Delete - pages 21-25
2 Comment Line - page 26
3 Charge Line - pages 27-29
4 Non-Standard Line - pages 29 and 31-33
10 Restore Quotation - pages 38-44
When using the Non Standard option from the Sub Menu, the details required for entering a
Non-Standard line are shown in Figure 10 (below).
Figure 10
Adjustment of Quotation Price
Option 5 Document Price Adjuster in the Sub Menu enables the user to adjust the total price of a
quotation to a particular value and to assess the affect on profit margin.
When the function is used, the individual line prices will all be adjusted in proportion using one of
three methods. The three methods are as follows
1 Discount
2 Fixed Price
3 Uplift
To use the Document Price Adjuster, select option 5 from the Sub Menu.
7

Figure 11
The Document Price Adjuster screen is displayed. will toggle round between the three
different options listed on page 7.
Figure 12
Figure 13
Taking the first option, as shown in Figure 11 (above), enter a discount – in this case 5.00%.
8

Figure 14
The resultant screen display, toggled to Cost Information display using the key, is shown in
Figure 15 (below)
Figure 15
Checking the Cost Information display enables the user to assess the effect of the action prior to
confirming that he/she wishes to proceed.
Press , as indicated at the foot of the line display, to proceed to the following screen.
9

Figure 16
Reply Y(es) or N(o) to either accept or reject the change. The display will return to the Sub Menu.
In this instance, the change made above has been rejected.
Select the Overall Price option again and press to access the Fixed Price option.
Figure 17
Repeat the above procedure to assess the effect of the change.
10

Figure 18
Note that the Fixed Price adjustment is applied to the total price, including VAT.
In this instance, the change has been accepted.
Figure 19
There is no restriction on the number of times Overall Price may be used to adjust a quotation.
Looking at the third option – Uplift – this is applied as a percentage. See Fig 19 (below).
11

Figure 20
The result of the change is shown in
Figure 21 (below)
Figure 21
Note that there is a very small difference of 2 pence resulting from rounding of the individual line
values to whole pence.
Rejecting the adjustment by pressing and responding N(o) to -ARE YOU SURE?-, returns the
display to SUB MENU.
Press at the SUB MENU to complete the document.
12

Figure 22
The program will “remember” the Operator ID from when it was entered at the beginning of the
Freeform session. Press to proceed.
Figure 23
As mentioned as the beginning of the guide, storing of quotations may be configured to manual or
automatic. In this example, the manual configuration applies as indicated by the prompt
-F1 TO STORE DOCUMENT-. The prompt will not be displayed if the automatic option is set.
n.b. The document will only be stored if the user presses . If it is not stored, it cannot be restored.
Figure 24
A unique Reference must be entered to identify the stored quotation. The user will be advised if
he/she enters a Reference that has already been used.
n.b. The uniqueness of quotation references only applies to each individual customer account.
13

Figure 25
n.b. Refer to page 50 of the guide entitled Sales_Orders_Apostle_V10 for instructions for completing
delivery address details
Figure 26
Depending upon system configuration, up to three COMPLETION OPTIONS are available.
Press to accept the default option of Print
n.b. If either the 2 Fax or 3 E-mail options are selected, the user will be required to enter recipient
details. Refer to the following user guides for instructions on completing these
E-mail User
Fax User
14

Figure 27
Reply Y(es) or press to print VAT details on the document.
Figure 28
Reply Y(es) or press to CONFIRM? that you wish to complete.
15

Figure 29
The document number and value is displayed on screen.
16

Quotations Management
Quotations Management* allows the user to Display, Modify or Delete a quotation and to Copy a
quotation from one customer to another.
* System Location - Control Functions, 10 Quotations Management
When the user enters the Quotations Management function the following menu will be displayed.
Figure 30
1 Display
The Display allows the user to view quotations either by a single customer or within a date range.
Select option 1.
Figure 31
Note that search by date range is accessed by pressing .
The Customer may be selected by name or account number. Press at the Customer
Name prompt to enter the Account Number.
Figure 32
17

Next, the user will be prompted for a Quotation Number to view. This is the document number of
the stored quotation.
If the document number is not known, the user may select from a list of quotations by pressing
successively to expand the selection choices in the following sequence.
Figure 33 - once
Figure 34 - twice
Figure 35 - three times
18

Select the desired quotation
Figure 36
The quotation will be displayed as shown in Figure 36 (above).
will toggle through Line Values, Specific Input and Cost Information in turn.
Note that the document may be printed from this screen by selecting the ‘C’ for Copy option and
that jottings (notes) may be also amended or added to the document by selecting ‘J’ for Jottings.
Jottings
A jotting may be used to reflect the Customer’s response to a particular quotation.
Enter a ’J’ at the input point (*).
Figure 37
19

Jottings may be Displayed, Entered, Modified or Deleted.
Taking the Enter option
Figure 38
Up to 8 lines of 60-character jottings may be added.
Figure 39
Press at the end of each jotting line. The screen display will return to the Jottings menu
when entry is complete.
Looking at the Display option
Figure 40
20

Jottings will be listed in sequence
Select a jotting by line number to view the complete jotting.
Figure 41
Looking at the Modify option
Figure 42
If there is more than one jotting, they will be listed in reverse chronological sequence although,
when the document is selected for viewing, they will be displayed in chronological sequence.
Select the jotting to modify by line number.
Enter the Line to Modify by line number (Figure 43) and enter the desired text (Figure 44).
21

Figure 43
Figure 44
22

Finally, looking at the Delete option.
Figure 45
Select the Jotting to be deleted.
Figure 46
Reply Y(es) to ARE YOU SURE? to confirm deletion.
The screen display will return to the Jottings menu when deletion is complete.
23

Copy (Print a Copy Document)
Returning to the Display option
Figure 47
Enter ‘C’ to copy
Figure 48
24

A Reason for Copy must be entered.
Figure 49
The system will recognise that a quotation document is being copied and will ask which heading* is
to be used.
* Refer to page 4 of this guide (paragraph 2).
Figure 50
25

Depending upon system configuration, up to three COMPLETION OPTIONS are available.
Press to accept the default option of Print
n.b. If either the 2 Fax or 3 E-mail options are selected, the user will be required to enter recipient
details. Refer to the following user guides for instructions on completing these
E-mail User
Fax User
Figure 51
Reply Y(es) or press to print VAT details on the document.
A destination Printer Number will be requested.
will default to the user’s default document printer.
To use a different printer, enter the desired Printer Number and press .
26

2 Modify
The Modify function allows the user to amend a saved quotation. The available options are
1. Add line
2. Modify line
3. Delete line.
The Document Price Adjuster option described on pages 7-11 of this guide is also accessible from
within the function.
Starting from the Quotations Management menu
Figure 52
Select the Modify option and select a quotation as shown on page 18 of this guide (Figure 33-Figure
35).
When the selection has been made, the screen will display the quotation as follows (Figure 53).
Figure 53
Note that the line numbers to the left of the display indicate that we are not viewing the quotation
from the first line down.
What we are seeing are the last 9 lines of the quotation.
The presence of the Catalogue Number prompt indicates that we are at a point where lines may be
added to the quotation.
27

Pressing once at the Catalogue Number prompt will toggle to the Modify option (Figure 54)
and pressing it twice will toggle to the Delete option (Figure 55). Pressing again will return to
the Catalogue Number prompt.
Figure 54
Figure 55
Using either the Modify or Delete functions, to page up in order to access lines that appear earlier
in the document the user should press 0 (zero) followed by .
Figure 56
Note that the display changes to Select (to Modify) or RETURN. The text “or RETURN” indicates
that are more lines to be displayed. Pressing will page down the list.
28

Compare Figure 55 with Figure 54 where the absence of the text “or RETURN” indicates that we
are at the end of the document.
Add Line
The following screen is displayed when a quotation is selected using the Modify option in
Quotations Management.
Figure 57
To add a line to the quotation, simply enter a part number at the Catalogue Number prompt.
n.b. Refer to the guide entitled Sales_Orders_Apostle_V10 for details of the following
Selecting and processing Normal Stock Lines - pages 5-18
Figure 58
Note that the Line Overriding Options differ slightly from those in Sales Orders in that
Outstanding Orders, which are not relevant to quotations, is excluded and Cost is included.
By pressing at the Quantity prompt, the user may view details relating to the Stock Item
that has been selected. See Figure 59 (below).
29

Figure 59
n.b. Refer to the guide entitled Sales_Orders_Apostle_V10 for details of the following
Stock Information displayed - page 12
When a quantity has been entered, the display will return to the Catalogue Number prompt.
Comment, Charge and Non-Standard lines may also be added to a quotation.
Press twice at the Catalogue Number to gain access to the following menu to enter a
Comment line.
Figure 60
Note that the Comment, Display, Complete, Document Price Adjuster and Change Address
Details options are also accessed from this menu.
30

Press again to access Charge and Non-Standard lines.
Figure 61
When entry any of these line types has been completed, the display will return to the Catalogue
Number prompt.
n.b. Refer to the guide entitled Sales_Orders_Apostle_V10 for details of the following
1 Display - pages 21-22
2 Comment Line - page 26
3 Charge Line - pages 27-28
4 Non-Standard Line - pages 29 and 31-33
Modify Line
Press once at the Catalogue Number prompt to toggle to the Modify option.
Figure 62
Select the line to be modified by line number. The line will be highlighted as shown in Figure 63
(below).
31

Figure 63
To change any of the Line Overriding Options, press to access the menu.
n.b. Refer to the guide entitled Sales_Orders_Apostle_V10 for details of the following
Selecting and processing Normal Stock Lines - pages 5-18 (Overriding Options)
Pressing any of the control keys - , or at this point will return the user to the
Quantity prompt.
The quantity may be amended at this point.
Figure 64
Comparing Figure 63 and Figure 64, note that the Goods and Total values have changed to reflect
the modification.
32

Delete Line
Press twice at the Catalogue Number prompt to toggle to the Delete option.
Figure 65
Select the line to delete by line number
Figure 66
Reply Y(es) to ARE YOU SURE? to confirm deletion.
The screen display will return to the Select (to Delete) prompt.
or will return to the Catalogue Number prompt.
twice will take the user to the menu shown in Figure 60.
Whichever type of modification has been made, select the Confirm Modifications option
Reply Y(es) to ARE YOU SURE? to confirm the modifications as shown in Figure 67 (below).
33

Figure 67
Confirmation will take the user onto a Completion Options menu.
will default to the Do Not Print option.
Any of the alternative choices must be selected by option number.
Figure 68
n.b. If either the 3 Fax or 4 E-mail options are selected, the user will be required to enter recipient
details. Refer to the following user guides for instructions on completing these
E-mail User
Fax User
34

If the user enters the Modify function, he/she may escape back to the Quotations Management
menu.
However, if any modifications have been made, it is not possible to escape without confirming the
modifications.
In such an instance, pressing from the Catalogue Number prompt will result in the
following message being displayed.
Figure 69
or N(o) will simply return to the Catalogue Number prompt.
or Y(es) will confirm the modifications and the screen display will move on to the
Completion Options menu shown in Fig 67.
Locking mechanism
If a second user selects a quotation, which is already being modified, the warning message shown in
the following example (Figure 70) will be displayed.
Figure 70
35

Change Address Details
Figure 71
Select option 5 Change Address Details
Figure 72
Select either Delivery or Invoice Address to change
36

Figure 73
The cursor will positioned at Line 1. Amend details as required.
will move on to the next line. will return back to the line above.
Figure 74
Reply Y(es) to ACCEPT CHANGES ? to confirm the modifications, as shown in Figure 74 (above).
37

3 Delete
The Delete option allows a single quotation to be deleted from the system. However, it will still be
possible to reprint the original document if the need arises.
Select the Delete option from the Quotations Management menu and select a quotation, as shown
on page 18 of this guide.
Figure 75
Reply Y(es) to ARE YOU SURE? to confirm deletion.
Figure 76
Quotations may also be deleted by printing a customer quotations report and using the archive
option in the print interface. This is described later on in this guide.
38

4 Copy
A situation may arise where two customers are competing for the same job and require a quotation
for the same bill of materials. The Copy function allows a quotation to be copied from one
customer to another.
Select the Copy option from the Quotations Management menu.
Figure 77
The Customer Name required here is the Source Customer from whom a quotation is to be copied.
Select the quotation to be copied by the method shown on page 18 of this guide.
Figure 78
The source customer and quotation details are displayed at the top of the screen.
At the second Customer Name prompt, the Destination Customer should be entered.
Figure 79
39

Select the option to Retain Source or Apply Destination settlement terms.
Figure 80
The same Reference may be used for the Destination Customer.
n.b. The uniqueness of quotation references only applies to each individual customer account.
Figure 81
Reply Y(es) to ARE YOU SURE? to confirm.
The new quotation number will be displayed and user will then be asked whether or not to print the
quotation. See Figure 82 (below).
Depending upon system configuration, the option to fax the quotation may also be presented to the
user. See Figure 83 (below).
40

Figure 82
Figure 83
or Y(es) at the -Send as Fax?- prompt will proceed with the fax sending option.
or N(o) will return the user to the Quotations Management menu.
n.b. If the Fax option is selected, the user will be required to enter recipient details. Refer to the
following user guide for instructions on completing these
Fax User
41

Reports
* System Location - Control Functions, 1 Print
There are two system reports that will provide the user with information relating to quotations.
These are:-
1 Customer Prints – Quotations
2 Miscellaneous Reports – Document Line Details
Looking at the Quotations report, the print selection choices are shown below (Figure 84).
1 Customer Prints – Quotations
Figure 84 – Selection Options
QUOTATIONS
Customer Name :
Selection Codes :
Exclusion Codes :
Date From :
Date Until :
Print Mode :-
1 Print Only
2 Print and Delete :
Format :-
1 Hard Copy
2 Comma Separated File
3 P.D.F :
Blank Lines :
Printer Number :
Priority :
View before printing Y/N :
Examples of prints generated using this report are shown in Figure 85 and Figure 86.
Figure 85
QUOTATIONS Selection Codes :Ignored Page : 1
---------- Exclusion Codes :Ignored Time :11.20
Customer Selection :Ignored Date :20.02.09
Date From :Ignored Print Mode :Print Only Printer :11
Date Until :Ignored Operator :GT
=SPARKRITE ELECTRICAL WHOLESA===========================================================================================
Customer Name Acc No Selection Codes Reference Date
CASH TRADE CASH01 1TCN TEST PROFORMA 16.06.08
CASH RETAIL CASH02 2RCN D PROFORM 18.02.09
CAT 5 CAT 1T N FIRST 16.05.08
SECOND 16.05.08
GRAND PIANO TUNERS GT1234 1G S P F HALL LANE 10.02.09
NEW QUOTE 6.11.08
PLUM 9.01.09
QUEENS DRIVE 19.02.09
RESTORE 11.07.08
SECOND 16.05.08
MASKELL MASK01 2G F S X DODDER 26.09.08
HIGH ELMS 13.02.09
NEW3 9.01.09
NEW4 9.01.09
PF 23.06.08
QUEENS DRIVE 19.02.09
SECOND 30.06.08
42

Figure 86
Customer selection
As may be seen, the report shown in Figure 85 shows summary details of quotations for a range of
customers whilst that shown in Figure 86 shows greater detail but only for a single customer.
This is attributable to the fact that a single customer was used at the Customer Name selection
option to generate the second report.
If the Customer Name selection option is ignored, the level of detail shown in Figure 85 is printed.
Print Mode
Referring to Figure 84, it may be seen that two print modes are available.
Print Only will simply generate a report.
Print and Delete will not only generate a report but will also remove details of the quotations,
which are listed in the report, from the system. Following deletion, the details
of individual quotations may still be printed from Document Retrieval* or by
using the Document Line Details report but it will not be possible to restore
them.
Format
QUOTATIONS Selection Codes :Ignored Page : 1
---------- Exclusion Codes :Ignored Time :11.21
Customer Selection :GRAND PIANO TUNERS Date :20.02.09
Date From :Ignored Print Mode :Print Only Printer :11
Date Until :Ignored Operator :GT
=SPARKRITE ELECTRICAL
WHOLESA================================================================================================
Reference Date Qty Unit Catalogue Number Description Price Per Disc % Pr Qty St Line
Type
HALL LANE 10.02.09 1 EACH K2025WHI MK K2025WHI BOX 4.50 1 0.00 1 Overr Stock
10.02.09 2 EACH K2031WHI MK K2031WHI BOX 2.27 1 30.00 2 Stock
10.02.09 15 EACH K2061WHI MK K2061WHI BOX 2.18 1 30.00 15 Stock
10.02.09 2 EACH K2062WHI MK K2062WHI BOX 3.54 1 30.00 2 Stock
10.02.09 1 EACH K863 MK K863 BOX 3 GA 5.06 1 30.00 1 1 Overr Non-
Std
MUTTLEY 12.09.08 100 EACH LB1 LIBERTY BODICE 10.00 1 2.00 100 Overr Stock
12.09.08 10 M TW3 THIN WIRE 1.00 1 1.00 10 Overr Stock
NEW QUOTE 6.11.08 1 EACH SP2 SPECIAL LINE 200 5.00 1 20.00 1 0 Overr Non-
Std
PLUM 9.01.09 1 EACH SD1 SPOTTY DOG 10.00 1 2.00 1 Stock
QUEENS DRIVE 19.02.09 1 EACH K2025WHI MK K2025WHI BOX 4.50 1 0.00 1 Stock
19.02.09 1 EACH K2031WHI MK K2031WHI BOX 2.27 1 30.00 1 Stock
19.02.09 1 EACH K2061WHI MK K2061WHI BOX 2.51 1 30.00 1 Stock
19.02.09 1 EACH K2062WHI MK K2062WHI BOX 3.60 1 30.00 1 Stock
19.02.09 1 EACH K2131WHI MK K2131WHI BOX 9.71 1 30.00 1 Stock
19.02.09 1 EACH K2132WHI MK K2132WHI BOX 14.00 1 30.00 1 Stock
19.02.09 1 EACH K2133WHI MK K2133WHI MOUN 4.50 1 30.00 1 Stock
19.02.09 1 EACH K2134WHI MK K2134WHI MOUN 2.81 1 30.00 1 Stock
19.02.09 1 EACH K2140WHI MK K2140WHI BOX 1.71 1 30.00 1 Stock
19.02.09 1 EACH K2142WHI MK K2142WHI BOX 3.24 1 30.00 1 Stock
19.02.09 1 EACH K2151WHI MK K2151WHI BOX 2.29 1 30.00 1 Stock
19.02.09 1 EACH K2152WHI MK K2152WHI BOX 6.42 1 30.00 1 Stock
19.02.09 1 EACH K2153WHI MK K2153WHI BOX 8.71 1 30.00 1 Stock
19.02.09 1 EACH K2160WHI MK K2160WHI BOX 1.66 1 30.00 1 Stock
19.02.09 1 EACH K2161WHI MK K2161WHI BOX 6.43 1 30.00 1 Stock
Referring to Figure 84, it may be seen that three print formats are available.
Hard Copy this is the normal printed format shown in Figure 85 and Figure 86.
Comma Separated this format allows the print details to be picked up in a spreadsheet, such as
Microsoft Excel, thereby enabling the user to manipulate the information
extracted from the system.
PDF this stands for Portable Document Format. The report generated will be in a
format that may be attached to an e-mail, for example.
43

2 Miscellaneous Reports – Document Line Details
Figure 87 – Selection Options
DOCUMENT LINE DETAILS
Document Type :- F2 for Print Template
1 Invoice
2 Credit Note
3 Official Order
4 Goods Received
5 Special Despatch
6 Transfer
7 Collection Note
8 Debit Note
9 Despatch Note
10 Quotation
11 Credit Advice
12 Picking List
13 Supplier Quotation
14 Consignment Stock :
Document Number :
Date From :
Date Until :
Customer Selection :
Selection Codes :
Exclusion Codes :
Supplier Selection :
Stock Selection :
Manufacturer Group :
F1 for Special Line :
F1 for Direct Line :
F1 for Non-Standard :
F1 for Charge Line :
Above Value :
Below Value :
Above GP % :
Below GP % :
Report Type :
Branch Prefix :
Operator ID Selection :
Format :-
1 Hard Copy
2 Comma Separated File
3 P.D.F. :
Blank Lines :
Printer Number :
File Description :
Priority :
View before printing Y/N :
The Document Line Details report is designed to list details of all document types. To report upon
quotation details, select option 10 Quotation (highlighted in red) at the Document Type prompt.
As may be seen, there are many other selection options for specifying the report detail. The only
other with multiple choices is Format, which is described on page 43.
44

Example of Document Line Details report for Quotations.
Figure 88
DOCUMENT LINE DETAILS Date From 1.02.09 Until Ignored Line Types :Ignored Page : 1
--------------------- Above Ignored Below Ignored Above GP% :Ignored Report Type:Normal Time :14.24
Document Type :Quotation Below GP% :Ignored Eln : Date :20.02.09
Using Date Index Branch Prefix :Ignored Stock Number :Ignored Sln : Printer :11
Operator ID :Ignored Name/Account :Ignored Operator :GT
====================================================================================================================================
Date BP ID Document Type Customer/Supplier Qty Unit Catalogue Number Description Line Type* Value Profit GP%
2.02.09 NG GT DE000003 FreeF MASKELL 1 EACH SD1 SPOTTY DOG Stock 9.80 -0.10 -1.02
10.02.09 NG GT NG000023 FreeF GRAND PIANO TUNER 1 EACH K2025WHI MK K2025WHI BOX 2 GANG D Stock 4.50 2.30 51.11
1 EACH K2031WHI MK K2031WHI BOX 1 GANG 4 Stock 1.59 0.51 32.08
1 EACH K2061WHI MK K2061WHI BOX 1G 45MM Stock 1.76 0.56 31.82
10.02.09 NG GT NG000024 FreeF GRAND PIANO TUNER 1 EACH K2025WHI MK K2025WHI BOX 2 GANG D Stock 4.50 2.30 51.11
1 EACH K2031WHI MK K2031WHI BOX 1 GANG 4 Stock 1.59 0.51 32.08
1 EACH K2061WHI MK K2061WHI BOX 1G 45MM Stock 1.76 0.56 31.82
10.02.09 NG GT NG000025 FreeF GRAND PIANO TUNER 1 EACH K2025WHI MK K2025WHI BOX 2 GANG D Stock 4.50 2.30 51.11
1 EACH K2031WHI MK K2031WHI BOX 1 GANG 4 Stock 1.59 0.51 32.08
1 EACH K2061WHI MK K2061WHI BOX 1G 45MM Stock 1.76 0.56 31.82
10.02.09 NG GT NG000027 FreeF GRAND PIANO TUNER 1 EACH K2025WHI MK K2025WHI BOX 2 GANG D Stock 4.50 2.30 51.11
2 EACH K2031WHI MK K2031WHI BOX 1 GANG 4 Stock 3.18 1.01 31.76
15 EACH K2061WHI MK K2061WHI BOX 1G 45MM Stock 22.89 4.90 21.41
2 EACH K2062WHI MK K2062WHI BOX 2G 45MM Stock 4.96 1.57 31.65
1 EACH K863 MK K863 BOX 3 GANG 25MM Non-Std 3.54 1.12 31.64
11.02.09 NG GT NG000028 FreeF MASKELL 1 EACH SD1 SPOTTY DOG Stock 9.80 -0.10 -1.02
13.02.09 NG GT NG000037 FreeF MASKELL 1 EACH K2133WHI MK K2133WHI MOUNTING FRA Stock 4.50 0.59 13.11
18.02.09 DE GT DE000003 FreeF GENO WASHINGTON 10 EACH K1060WHI CONN UNIT SWITCH & NEON Stock 123.50 73.50 59.51
10 EACH K2132WHI MK K2132WHI BOX 2 GANG M Stock 121.70 0.00
18.02.09 NG GT NG000038 FreeF CASH RETAIL 10 EACH K1030WHI CONN UNIT SW FRONT F/O Stock 105.50 62.70 59.43
10 EACH K2185WHI MK K2185WHI BOX 3 GANG 3 Stock 86.20 40.00 46.40
45