Client Quote is the first drop-down in the Data Entry - Sales Menu. By entering a valid Client ID into the quote, client mailing and delivery details are automatically populated from the Client Master File.
You can change the mailing and/or delivery addresses as required.
This area is used to display extra information about the current entry. It should be pointed out that you may only view information here and not alter it.
Click on the Information Tabs to select the details you would like displayed. The Information Tabs change automatically for the different transactions being viewed.
The area stores details relating to the current Quote.
Denotes fields that are automatically populated when other information is entered.
Ratings Bar : Is an indication of anticipated closure rate of the Quote. By clicking on the bar, you can adjust the closure rate in 5% increments.
Denotes fields that are automatically populated when other information is entered.Transaction Lines:
This section contains 5 data entry lines and a transaction summary area.Data entry lines consist of:
As you enter a transaction, a summary of the transaction appears in a single line. You can view or modify a line by selecting it, then proceed to view or modify in the data entry area above.
The information bar along the bottom provides for easy checking of the critical details of a transaction.
The transaction can be saved by-
• Clicking on the green tick.
• Clicking on the blue arrow.
• Hitting the ENTER key on the keypad.
This page displays due date, delivery instructions and payment details.
A user can convert a quote QCI (Quote Client Invoice) by selecting the relevant box for:
All of the field headings in these two areas may be re-named by going to: Utilities \ Controls \ Change Names
This page allows you to customise how and what will be printed on the Invoice.
There is a available enabling you to quickly view and alter all actions currently in the system. This may be found under the Inquiries Pallet on the main toolbar.
It has been placed there as it is quickly available from all areas in the program. Items from the pallet menu open in addition to the function you already have opened. The Inquiries Icon for the Pallet may be seen to the right.
In SapphireOne Utilities mode, Workflow rules can be set-up that require approvals from certain users or groups. This ensures consistency and control of processes throughout your company with clearly defined, system-guided processes.
Users those are allowed to approve work flow actions there will be icon displayed at the right-hand end of the tool bar as seen in this screenshot to the right. When they click on this icon the system will display a pop up with the message as seen below which will indicate how many work flow transactions that there are requiring their attention for processing.
Fill in the form below and one of our consultants will be in touch.