Enter the quotation delivery and invoicing details
Open: Sales Order Processing > Quotations > Enter New Quotation | Delivery & Invoicing.
- Enter the delivery and invoice address for the customer.
- To use the same address as the customer's address on the quotation details tab, select Use quote and invoice address.
To use a different delivery address, clear Use quote & invoice address.
- For existing customer accounts, click Change and select the required delivery address from the list.
- For prospect customers, enter the required Delivery address details.
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Enter the VAT details if required.
These default to the Trading Details entered on the customer account Trading details tab. You can only change these if you do not choose Use quote & invoice address.
- Triangulated: Select this if the sales order represents a triangulated transaction. This makes sure that the transaction is marked with the correct indicator on the EC Sales list.
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Enter or amend the following details:
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Early settlement discount: Amend this, if required. The settlement discount is taken from the customer account Payment tab.
Settlement discounts and VAT-
In the UK, VAT on an invoice is only discounted when it is paid within the settlement discount period.
On each invoice, VAT is calculated by default on the full invoice value. If the invoice is paid within the settlement discount period, a VAT adjustment is required, to account for the discounted VAT.
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In Ireland, VAT is calculated on the full value of the invoice regardless of any settlement discount.
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Order discount / surcharge: Enter or amend this, if required. The order discount (invoice discount) is taken from the customer account Documents tab.
When the quotation is confirmed, the price book is checked for any customer order discounts. If the price book discount is more than the invoice discount, you can choose which one to apply.
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Order taken by: Specify who has taken the order (the person responsible for the quotation).
This will automatically be filled in with your user name, if you have chosen to Use the user's logon name as the document taker in the SOP settings Invoice and Order Entry tab.
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Order priority: Enter the order priority code (from A to Z). A has the highest priority and Z the lowest.
This is taken from the customer account Trading tab in the Sales Ledger and can be changed here.
About order priorityThe order priority code is used to display orders in order of priority. This allows you to see which orders are most urgent. This can be particularly important when allocating stock to orders for outstanding items.
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Analysis codes: Enter the analysis codes for the whole quotation. See Enter analysis codes for the quotation.
Note - informationAnalysis codes are displayed on the Analysis Codes tab for Sage 200 Professional versions from 2023 R1 onwards, but are displayed on the
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