Documents Tab |
  
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Documents Tab |
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Select the Tools -> Options menu, then select Documents tab.
The Document tab allows you to set the default information that will appear in new quotes.
Document Type
This field determines the default document type when creating a new document by clicking on the [New] icon from the icon toolbar.
CustomText Fields
The CustomText fields are named on the Custom tab of the quote workbook. The names used on the Custom tab of the quote workbook will be shown in this window. In the CustomText fields enter the default values that you would like to appear on all new quotes.
Sales Tax Rate
Set the default tax rate here. For example, enter 6.75 for a 6.75% sales tax rate.
Terms, FOB, and Ship Via
The values entered here will appear as the default in new quotes.
Select name of the default currency, or click on the 
button to display the Exchange Rate Maintenance window. See Alternate Currency Support for more information on Exchange Rate Maintenance.
Customer Profile
Select the default customer price profile that you would like all new quotes to default to. Clicking on the button will allow you to maintain the list of customer price profiles.
Document Name
Here you can set the default name for new documents. You can also click on the 
button to select from a list of macro values such as the SoldToCompany or TodaysDate, that way the default quote name for new quotes can be different based on the values in the macros.
Doc Due Date
When creating a new quote, the Due Date field on the Sale Info tab will be blank if this field is left blank. If set to 0, the default Due Date will be today’s date. If you would like to set it to a day in the future, set the appropriate number of days here.
The Deposit Amount for each document will use this default setting. The deposit amount can be set to None, the Full Amount of the document, a Percentage of [the] document total, a Fixed Amount, or based on a line-item amount (like a subtotal or percent of a line item’s extended price). Typing an amount into the Percentage of document field will auto-populate the Fixed Amount field with the actual amount related to the percent you entered. You can still change the Fixed Amount field manually, for rounding purposes or otherwise.
You can also select Percent of a line item in the document which will calculate the deposit based on that single line item. Additionally, by using the Add up multiple matching line items in the document option, you can choose to add up multiple line items where the item type, manufacturer, manufacturer part number, vendor, vendor part number, and custom text fields match the criteria specified. You can add up items that are "Equal to", "Not Equal to", "Contains", or "Begins with". This enables you to set the deposit for only a certain amount of line items. So if the quote contains a few items that require a deposit but others that don’t, you can easily calculate the deposit automatically using this summary filter.
The Deposit Required feature can be used in conjunction with QuoteValet, requiring a customer to put down a deposit when they accept the quote. For more information on payments through QuoteValet and accepting deposits, see QuoteValet.