The Collection properties window allows you to alter the set up of a Combined quotation. Access this clicking to select the Combined quotation and selecting Combined quotation > Properties... in the Menu.
It is only in special circumstances that you will need to change the details per combined quotation. Normally the information saved in the project will be correct for the combined quotation as well, so you don’t need to make changes in this menu option.
Winner uses the details in the Project’s setup if you do not fill out the fields in this menu option.
Combined quotation
Register the details that apply to the identification of the Combined quotation.
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Use values from
Activate this field to automatically use the values in the Code, Our ref, and Your ref fields that are stored on the combined quotation or project. -
Code
The combined quotation’s text code. This text code is used on the delivery lines if no information is registered on the alternative.
In Winner you can add text code either for each alternative or for each object. In addition you can add text code for each delivery if you use the combined quotation. -
Our reference
Our reference. Select this name from the pull-down list if you are to be the customer’s reference for this combined quotation.
If your name is not on the list you must add it yourself.
It is important to fill out this field if you would like to produce statistics per sales person or have the possibility to produce a list that only contains your alternatives at a later stage. -
Your reference
Customer’s reference. Select the customer’s name from the list of contacts linked to the customer’s address. If the correct name cannot be found on the list you must enter it yourself. -
Quotation status
In this field you can override the status for this quotation. This is used when only one quotation within a project is to alter status. -
Quotation number
The quotation’s number. This field is for information only. Winner automatically assigns this number when you create the combined quotation. The number cannot be changed. -
Quotation valid until
The date up to which the quotation is valid is calculated based on the setup in the menu option Global settings > Project defaults > Standard values for quotation. -
Customer's preferred delivery
From date - To
Winner displays the period the customer prefers the delivery to take place. The dates are specified and will be updated when you print/send the order to the manufacturer. -
Status for delivery date
Winner shows the status for the date on which the customer wants the delivery. In other words whether the delivery should take place on a specified day, or if you are to call the customer back, etc. By clicking on the button you can register the various status texts. -
Order number
The order number is assigned when ordering the combined quotation. You can specify whether the number should be the same as the quotation number or if it will be assigned from a special series. You select this in the procedure Global Settings > System settings > Project Settings. -
Not included in statistics
Highlight this field if you do not want this combined quotation to be updated in the statistics base.
This is used for example when several alternatives are sent to the same customer. -
Reset
This button is only available when the status for an alternative has been altered, for example that the quotation or sales contract has been sent.
When the quotation has been sent, the quotation will be write-protected.
Click on this button to reset the alternative’s status.
Quotation setup
In Quotation setup you can decide how the VAT should be displayed in the combined quotation.
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Total amount, item lines
Total sum for all item lines after all item line discounts (Discount 1) and product group discounts (Discount 2) have been deducted, but before any freight, installation, insurance and charges have been added.
The amount is shown with and without VAT dependent on which VAT mode you have selected. -
Freight
Total freight costs for the combined quotation. -
Installation
Total installation costs for the combined quotation. -
Insurance
Total insurance costs for the combined quotation. -
Additional discount (4) %
Discount for the combined quotation expressed in %. If you specify the discount as a percentage, Winner will automatically calculate the discount in the field for discount amounts. -
Additional discount (4) amount
Discount amount for the combined quotation.
If you specify the discount amount for the combined quotation, Winner will automatically calculate the discount as a percentage. -
Recycling costs
The entire recycling costs for the combined quotation. -
Totals
In this group box Winner shows you which VAT settings are used, as well as the calculated VAT in each VAT group. -
VAT mode
This field determines how the VAT should be presented in the combined quotation. Select from the list which VAT mode you wish to use. You can choose between Specified or Included.
Note: To change the VAT mode in a combined quotation, you will need to delete the combined quotation and edit the VAT in each alternative before creating a new combined quotation. -
Currency
All quotations that are going to be used in a combined quotation must have the same currency.
Delivery address
You can register details concerning the delivery address for this combined quotation.
The window contains the same fields as the delivery address for alternative.
Terms/messages
Register information that applies to delivery terms for the combined quotation.
The window contains the same fields as the delivery details for alternative.
Comments
In this field you can register confidential remarks concerning this combined quotation. The remarks will not be printed out on the quotation. Click on this button to retrieve a standard text in this field.
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