Page 1 of 2 12 LastLast
Results 1 to 10 of 12

Thread: Making a quotation template in Pastel

  1. #1
    Gold Member Martinco's Avatar
    Join Date
    Oct 2008
    Location
    Rustenburg
    Posts
    927
    Thanks
    175
    Thanked 136 Times in 108 Posts

    Making a quotation template in Pastel

    How would you do the following ?

    We sell among others, trailer parts/spares to enable a customer to build his/her own trailer.
    Now this involves every time such a customer walks in and wants a quote, to go thru the whole list of items and entering these on the quote form which takes some time especially when there are 5 people standing to be served.
    I would like to be able to "recall/import" a pre-completed quote form with all the goodies on there and simply delete the inappropriate ones. That way I know that the quote is complete and the current prices are correct.
    Bear in mind that the quotation number must increment and cannot be the same number every time otherwise I shall not be able to recall a specific quotation.

    Hi Neville..............where are you ?
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  2. #2
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,376
    Thanks
    35
    Thanked 393 Times in 340 Posts
    Create a "pre-completed" quotation in Pastel (with all the possible goodies in it, as you put it), then export that quotation by clicking on the Batch button at the bottom left and then click on Export. Save the exported quotation in a convenient location.

    Then, whenever you need to prepare a new quotation, open the quotation screen, click on Batch...Import, select the saved quotation file and then edit it once it has been imported.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  3. Thanks given for this post:

    Martinco (05-Apr-12)

  4. #3
    Junior Member cagenuts's Avatar
    Join Date
    Mar 2012
    Location
    Randburg
    Posts
    17
    Thanks
    3
    Thanked 3 Times in 3 Posts
    There's possibly a better way assuming you have Pastel Partner.

    Create a quotation in Pastel for every likely item for that customer making sure the selling prices are correct. In Pastel there will be a Quotation saved called 'QU100008' (or whatever numbering system you have) and this will be linked to a specific customer.

    Then when the customer walks in, you go into 'Process Customer' and choose 'Quotation' and then click on Global to look up the outstanding quotation for that customer. Then once opened choose 'Link/Create' which then takes you into a Pro Forma/Sales Order screen where you can tick/untick the appropriate items for that customer. Choose 'Leave the original document in place' or else you will need to recreate the quotation.

    If he then wants to order, simply convert this Sales Order/Pro Forma Invoice to a Tax Invoice.

    Again, when you convert to a Tax Invoice, choose 'Leave the original document in place' in order for you to have a record of what Quotations/Sales Orders you did. Strictly speaking the Quotation number stays the same but you can retain the Sales Orders for easy future reference.

    Make sense?

    If you do choose the Sales Order route, make sure you don't reserve Inventory from the Sales Order.

  5. Thanks given for this post:

    Martinco (05-Apr-12)

  6. #4
    Gold Member Martinco's Avatar
    Join Date
    Oct 2008
    Location
    Rustenburg
    Posts
    927
    Thanks
    175
    Thanked 136 Times in 108 Posts
    Quote Originally Posted by Neville Bailey View Post
    Then, whenever you need to prepare a new quotation, open the quotation screen, click on Batch...Import, select the saved quotation file and then edit it once it has been imported.
    Ok, but will the quotation number increment so I can save the new quote for the new customer ?
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  7. #5
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,376
    Thanks
    35
    Thanked 393 Times in 340 Posts
    Quote Originally Posted by Martinco View Post
    Ok, but will the quotation number increment so I can save the new quote for the new customer ?
    Yes - when you import the template quotation, Pastel will allocate the next quotation document number to the imported quote.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  8. #6
    Gold Member Martinco's Avatar
    Join Date
    Oct 2008
    Location
    Rustenburg
    Posts
    927
    Thanks
    175
    Thanked 136 Times in 108 Posts
    Great !.......................thanks
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  9. #7
    Gold Member Martinco's Avatar
    Join Date
    Oct 2008
    Location
    Rustenburg
    Posts
    927
    Thanks
    175
    Thanked 136 Times in 108 Posts
    Not out of the woods yet................When I select the quote and do the export thingy, I get 1590 exported quotes !
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  10. #8
    Gold Member Martinco's Avatar
    Join Date
    Oct 2008
    Location
    Rustenburg
    Posts
    927
    Thanks
    175
    Thanked 136 Times in 108 Posts
    Ok, to answer my own problem above..................

    From the active company, make a copy ( New ) with a new name ( Quotes )
    In the new company, go to Process..........Quotations, open the first quotation and then at the bottom click Delete/Insert and then "delete whole batch"
    Your quote file should now be empty.
    Make the quote template as required and then under the "Batch" tab, export the quote to i.e. desktop and when you need to give a person the "standard" quote, just import the file from the desktop again and viola ! you have the correct info.
    You can now delete the "Quote" company if disk space is an issue, or just leave it for future changes i.e. prices.
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

  11. #9
    Silver Member
    Join Date
    Oct 2011
    Location
    johannesburg
    Posts
    200
    Thanks
    2
    Thanked 9 Times in 9 Posts
    Will above work in Pstel Evolution as well?

  12. #10
    Gold Member Martinco's Avatar
    Join Date
    Oct 2008
    Location
    Rustenburg
    Posts
    927
    Thanks
    175
    Thanked 136 Times in 108 Posts
    Neville should be able to answer this 100% but personally I do not see why not !
    Martin Coetzee
    Supplier of Stainless Steel Band and Buckle and various fastening systems. Steel, Plastic, Galvanized, PET and Poly woven.
    We solve your fastening problems.
    www.straptite.com

    You may never know what results will come from your actions, but if you do nothing, there will be no results... Rudy Malan 05/03/2011

Page 1 of 2 12 LastLast

Similar Threads

  1. Business Plan Template
    By busyman in forum General Business Forum
    Replies: 15
    Last Post: 07-Mar-12, 12:30 PM
  2. Signed a Bond quotation with agency from Nedbank--I want to cancel
    By khozamtho in forum General Business Forum
    Replies: 9
    Last Post: 02-Feb-12, 01:32 PM
  3. Service Level Agreement Template
    By Nazareen in forum Entrepreneurship and Business Management Forum
    Replies: 1
    Last Post: 15-Feb-11, 03:15 PM
  4. Free To Do List Template
    By webinfo in forum Entrepreneurship and Business Management Forum
    Replies: 5
    Last Post: 09-Nov-10, 02:37 AM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •