Branch
Select the applicable Branch from the dropdown list. The Branch default can be set under Tools, User Preferences, Clients, General page.
Dealer
Select the applicable Dealer from the dropdown list. The Dealer default can be set under Tools, User Preferences, Accounts, General page.
Broker
Select the applicable Broker from the dropdown list. Click here for more information on External Parties.
Manager
Select the applicable Manager from the dropdown list. The default can be set under Tools, User Preferences, Accounts, General page.
Product Type
Select the applicable Product Type from the dropdown list. The Product Type default can be set under Tools, User Preferences, Accounts, General page.
Account Type
Select the applicable Account Type from the dropdown list. The Account Type details is set by going to Admin, Product Type, Account Types page.
Client/Name
There are several options to choose from:
- If the quote is not going to be saved, don't enter any details. With this option the "Save" button on the final screen will not be available.
- If the quote is to be saved and the client is not known to the system:
- From the Client drop down list select "U" for Unknown client and/or
- Type into the Name box the name of the Client.
- If the quote is to be saved and the client is known to the system, select the Client from the drop down list or click on
to open to the Client form. The Name will automatically be filled in.
Where no Client code is specified but a Client Name is entered and the Quote is saved it will use the Unknown Client defined on Global Settings under Account, New Accounts.
Description
Enter a description if further information is required.
Click Next to continue to the next form or Cancel to close the form.