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Quote Settings

 

Quotation Settings

Quotation Reference Prefix: You can specify a prefix to be used in quotation references for newly generated quotes. Can be up to 5 characters long.

Quotation Reference Suffix: You can specify a suffix to be used in quotation references for newly generated quotes. Can be up to 5 characters long.

Quotation Reference Padding: This setting determines the padding length to be used when generating new quote numbers.

Automatically Generate Quotation Reference: This setting determines whether the system will generate new quote numbers for you, or whether they will be manually entered.

Automatically Generate Sales Order Number: This setting determines whether the system will automatically generate sales order numbers for you, or whether they will be manually entered.

 

Overhead Recovery

Material Recovery Percentage: The default percentage that will be applied when creating a new quotation.

Labour Recovery Percentage: The default percentage that will be applied when creating a new quotation.

Machine Recovery Percentage: The default percentage that will be applied when creating a new quotation.

Note: The above Recovery settings will be applied when calculating the costs for the Quote.

 

Defaults

Default Item Mark up: The default mark-up that will be used when calculating Cost. Cost plus (mark-up%) = Sales prices on quotations.