Add goods and services to the quotation (free text items)
Add free text items
Open: Sales Order Processing > Quotations > New Quotation
Open: Sales Order Processing > Quotations > Amend Quotation
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Go to the
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Add a line to the
Note: If you can't select a
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Enter a Description for the item.
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Enter the basic details, such as the quantity and unit price.
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To enter more details for the free text item, select
More actions > More details.
Free text item
Enter a Item description for the free text item.
Items values
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Quantity: Enter the quantity of the item for the
Note: The quantity will be modified if it is not an allowed amount (according to the unit's precision setting).
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Selling price unit: The units that the item is sold by, such as a box, crate or bottle.
Specify the Selling price unit for the free text item.
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Unit price: Enter the Unit price for the free text item.
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Unit Cost: Enter the Unit cost (in the currency of the
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Unit discount %, Unit discount: Enter or amend the discounts for the item.
Note: To change the discounts, you must have Override prices and discounts on invoices and order lines set in your User Permissions (
The unit discount can be applied from the customer account (set by the Line discount in the customer account Pricing tab).
To view more details about how a discount was calculated for an item, select
More actions > Discounts for the item on the
Item totals
The appropriate VAT rate for the customer is displayed.
Check and amend the displayed VAT rate if required.
Confirmation required prior to invoicing
Use
Here you can choose when to include these items on invoices:
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If you want to confirm service or free text items at the same time as confirming stock items as despatched, select Confirm with Goods Despatched/Received.
This means these item lines must be recorded as despatched using Confirm Goods Despatched (
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If you want to confirm when free text lines or services have been supplied separately, select Confirm as Service/Free Text.
This means these item lines must be recorded as despatched using the Confirm Services Despatched (
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If you want to be able to invoice free text or service lines straight away, select Confirmation not required.
Note: You can only change this setting if you have Override default confirmation method on order lines set in your User Permissions (
The default confirmation method is set in the
Delivery dates
Enter the delivery dates Requested by the customer, and the Promised delivery date that you've confirmed.
Nominal code
This is the Revenue nominal account used to post the value of the item.
The default nominal account is taken from the customer account.
Check the Revenue nominal account displayed, and select a different account if required.
Note: You can only amend the nominal account if you have selected to Allow amendment of - Nominal codes in the Invoice and Order Entry tab of
Useful info
About free text items
Free text items are items that are not set up as individual stock items, and are not Invoice and order items. You can use free text items for anything that requires a value on the