Adaco: Creating and Editing Quotations

Field name

Description

Quotation Number

Displays the quotation number when editing an existing quotation. This field is empty when creating a new quotation. After you click Save, the number is automatically assigned by the system. A user cannot modify this number.

Vendor Number

Click the Browse button to select the vendor either by name or by number.
Alternatively, If you know the vendor number, you can simply type it in this field.

Vendor Name

After you select the vendor, the vendor name is displayed in this field.

Currency

After you select the vendor, the system will automatically display the vendor currency in this field.

Start Date

Here you should specify the quotation start date using the drop-down menu.

Expiry Date

Here you should specify the quotation end date using the drop-down menu.

Created Date Time

After you complete the quotation and click Save, the system automatically assigns time and date when the quotation is created.

Comments

If electronic quotation from Point to point EDI interface or via Purchase to Pay (Tradesimple) will show in the Comments of the quotation

Modified Date Time

Displays the date when the quotation was modified.

Modified By

Displays the name of the user who modified the quotation.

Button

Description

Add Product

Use this option to add a product using the Product Search dialogue box.

Add Default Products

Only on the Quotation - New screen. Click the drop-down arrow to add all the vendor’s default products to the quotation sorted by the product number, product description, or category. The products are assigned to a vendor at Property > Vendors > select a vendor and click Details > open the Products tab.

Clear

Only on the Quotation - New screen. This button removes all products from the grid.

Field Name

Description

Product Number

This column displays the product number.

Product Description

Displays the product description.

Purchase Unit

This field displays the purchase unit selected for the product on the Product Details screen.

Vendor Product Number

This column displays vendor product number assigned to the product.

Price

Specify the quoted price in this field.
Note: The price is entered in the vendor's currency.

Purchase Price Unit

This field is completed automatically based on the product's purchase unit.

Purchase Info

Attributes

Attributes are additional characteristics defined for retail products at the Product Details screen (Retail tab). For example, if the product is a T-shirt, you can create a first attribute "size" with the values S, M, L, and XL, as well as a second attribute "colour" with the values "white", "green", "grey", "pink".