In Winner you can customise your quotation form, changing the layout and contents. For example, to show cost prices and sub-totals.
At Alternative, in Furnishing mode:
- Open your quotation by clicking the Calculator icon
- Click the Quotation button at the bottom right of the Quotation window
- Select Print quotation...
- In the following dialogue box, click Yes or No to set the status of the alternative.
Note: If you click No you will will still be able to customise your quotation form.
- Select a form and click Customise...
- This opens the Layout customisation window which contains sections you can customise by selecting your preferences from the drop down menus. In this article we will look at the most common customisation which is how to display the item lines in a quotation:
- Click the Item line section dropdown box:
To show cost prices, select an option that ends in cost prices
To show sub-totals, select an option that ends in group sum
- Click OK
Note: To save the customised form for use in the future, tick the box next to Save to system settings. This means each time you select that form it will have your customised settings.
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