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Copy a quotation after the expiry date

In the quotation entry layout you can specify whether you want to copy quotations that have expired to an order. For the quotations that have expired, you can specify that Profit is never allowed to copy such quotations, is always allowed to copy such quotations or that Profit must always ask whether it should be copied.

To set copying a quotation after the expiry date:

  1. Go to: General / Management / Entry layout.
  2. Select the entry layout for the quotation. You can also select a default entry layout supplied with Profit and click on the Copy action.
  3. Open the entry layout properties.
  4. Go to the tab: General settings.
  5. Select one of these options in  Copy to expiry date:
    • Always: you can always copy the quotation to an order even if the expiry date has passed.
    • Never: you can never copy the quotation to an order if the expiry date has passed.
    • Pose question: When you copy a quotation to an order, Profit asks whether you want to copy the quotation even though the expiry date has passed.
  6. Click on: OK.

Directly to

  1. Order process entry layout settings
  2. Set default blocking of quotations and orders
  3. Set a credit limit check
  4. Check the minimum and maximum amount of a quotation/order
  5. Set order printing
  6. Set order e-mailing
  7. Set up that orders are always placed in the dossier
  8. Enter order number manually
  9. Finalise a quotation immediately
  10. Copy a quotation after the expiry date
  11. Add a new order immediately
  12. Redetermine price/discount for cumulative entry

Process

Set up the checks in the entry layout

Work area

sales