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

Go to the Quotation Details tab.
Add a line to the quotation and select Free text as the Type.

Note: If you can't select a free text item, that's because it hasn't been set as allowed on the Invoice and Order Entry tab in SOP settings (in the Sage 200 desktop).
Enter a Description for the item.
Enter the basic details, such as the quantity and unit price.
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

Quantity: Enter the quantity of the item for the quotation.

Note: The quantity will be modified if it is not an allowed amount (according to the unit's precision setting).
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.
Unit price: Enter the Unit price for the free text item.
Unit Cost: Enter the Unit cost (in the currency of the quotation) for the free text item. This is used to calculate the profit level for the item.
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 (in the Sage 200 desktop).

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 Quotation Details tab.

Item totals

The appropriate VAT rate for the customer is displayed.

Check and amend the displayed VAT rate if required.

For foreign currency customers (where the customer's Country Code is set to a foreign country), Sage 200 will default to using the VAT rate set on the customer's account, and this will override the default VAT rate of stock item.

Confirmation required before invoicing

Use Confirmation required before invoicing to choose when orders containing free text items are included on invoices.

If you want to confirm despatch of 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 (SOP), before the invoice can be printed.

Both stock and free text items appear on the despatch note. Using this prevents invoices being sent to customers before the services are supplied.
If you want to confirm despatch of free text items separately to stock items, select Confirm as Service/Free Text.

This means these item lines must be recorded as despatched using Confirm Services Despatched (SOP).

Stock and free text items appear on separate despatch notes. You will still use Confirm Goods Despatched for standard stock items.
If you want to be able to invoice free text items straight away, select Confirmation not required.

Note: You can only change this despatch setting for items if you have Override default confirmation method on order lines set in your User Permissions (in the Sage 200 desktop).

The default confirmation method is set in the SOP settings - Processing tab (in the Sage 200 desktop).

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 SOP settings in the Sage 200 desktop.

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 quotation.