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Add goods and services to the quotation (standard items)

Standard items are those items that have a stock record in the Stock Control module, or are sales order items.

Note: If you are using sales order items, some options are not applicable.

To add standard items

Open: Sales Order Processing > Quotations > Enter New Quotation | Quotation details.

1. Click Add Items.
2. Select Standard item.
3. Enter the item details.

   Code Name	Select the item using the Code or Name drop-down list. The description and the terms of how the item is sold are displayed.
   Warehouse	If you use multiple locations, you can specify the warehouse from which the item is to be sold. This defaults to the warehouse specified on the quotation details. Note: This does not apply to sales order items.
   Fulfilment	This defaults to the Stock Order Fulfilment method set for the stock item in the Stock Control module. You can change this here if you have the Override Fulfilment Method option set in the User Permissions. The Fulfilment methods available are: From stock. From supplier via stock. From supplier direct to customer.
   Amend item line description	To change the displayed item description select Amend item line description and enter the revised information in the box.

4. Enter the Item values.

   Selling unit Selling price unit	If you are adding a stock item sold in trade units, you can change these. If you are adding a sales order item, enter the selling price unit.
   Quantity	Enter the required quantity. Note: The quantity will be modified if it is not an allowed amount (according to the unit's precision setting).
   Unit price	The selling price for the item is displayed. You can change this if you have Override prices and discounts set in the User Permissions.
   Unit discount % Unit discount	Enter or amend the discounts for the item. You can specify a line discount in the customer account Documents tab or using the customer discount groups in the price book. Note: You must have Override prices and discounts set in the User Permissions. Note: You cannot change this if the price is marked up.

5. Check the Item totals.

   Tax rate

   The appropriate tax rate for the combination of customer and item is displayed. More about tax rates If you have chosen Use tax code as SOP default in the customer account Trading Details tab, the tax code displayed is the one set on the customer's account. If required, you can change the tax rate used for the order line. If you select a stock item that uses Reverse Charge VAT rules, the reverse charge VAT rules will be applied to the invoice when it is printed.

6. If required, enter Document Comments.

   Picking List	Click this to enter comments to print on the picking list.
   Despatch Note	Click this to enter comments to print on your despatch note.

7. If required, enter Nominal analysis information.

   Nominal analysis

   This shows the default nominal account for revenue. This is used to post the value of the stock. The nominal account is taken from the stock item record. If you have selected to allow the amendment of nominal codes on the SOP settings Order Entry tab, then check the nominal account displayed. Amend the code, if required.

8. Enter the Delivery dates.

   Accept or amend requested and confirmed delivery dates.

   If you are using Manufacturing

   If you change the Promised date on a sales order that is linked with a works order, you must amend the works order manually.

9. To view or change discounts, analysis codes or profit, click Discounts, Analysis Codes or Profits.

   Discounts	Click Discounts to view the discount for an item. You must have View Discounts set in the User Permissions.
   Analysis Codes	Click Analysis Codes to view or change the analysis codes. Note: To change an analysis code, you must have selected Allow amendment of analysis codes in the SOP settings Order Entry tab. Select the required Values from the drop-down lists. To add a new value to this analysis code, click New value. Note: To add new value to an analysis code, you must have selected Add New on Entry when setting up analysis codes in Accounting System Manager.
   Profit	Click Profits to view the profit analysis for an item, if you have View Profit set in the User Permissions. Note: The type of profit calculation (percentage, based on revenue or cost) is set in the Stock Control settings Options tab.

10. Click Save to add the line to the quotation.

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