Quotation Header Maintenance
This is a set-up module that should be completed prior to printing Quotations in the system if you are using Plain Paper instead of Nebs or pre-printed forms. This module allows you to enter your store name and information by Branch to print out on Quotations/Proposals. You can return to this module and edit/add information at any time. If you are using pre-printed forms that already include your store name and address, you can skip this set-up module. This module works the same as the Sales Agreement/Receipt Header Mtc. module explained above. When you enter this module, the screen will appear as follows:
Any existing data previously entered will automatically display in the screen above. If you would like to make changes to the Header section, use the cursor to highlight any of the lines 001-005. When a line has been highlighted, it will appear in the Header/Footer field above as follows:
The Number field will display the line number you are editing; it is a display-only field. In the Header/Footer field, you can highlight any portion or all of the text to type in new text where applicable. The green vertical bar in the middle indicates the middle of the section and should be used as a guide to center your text. To move text to the right or left, place the cursor at the beginning of the text and use the “Space Bar” to move it to the right and the “Backspace” key to move it to the left. If any changes are made or new text added, be sure to click the Update button to save your changes—the Enter key will work the same as clicking the Update button to save your changes. You will immediately see the updated text in the screen below. Line 006 indicates where the Footer Section begins; you cannot change or move this line. Lines 007-021 can be accessed to either delete, change or add text to the Footer section of the Quotation print out. When you have finished making changes in the Quotation Header Mtc. module, you can exit by clicking the red X at the top right of the screen, hitting the Esc key, or clicking the Exit option at the top left of the screen.
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