The Main Tab

Under the Main tab you register general information about addresses, shipping, references, terms, etc. Most of the information in this window can be temporarily modified for a particular quote.

The Main tab consists of the following fields and settings:

• Mailing Address
• Delivery Address
• E-mail
• Goods Label
• Our Reference
• Your Reference
• Your Inquiry
• Inquiry Date
• Quote Date
• Valid
• Valid Through
• Finish Period
• Payment Terms
• Delivery Terms
• Place of Terms of Delivery
• Delivery Method
• Delivery Time
• Invoicing Plan
• Probability
• Status
• Reversed Liability for Payment
• Language
• Currency
• VAT Code
• Seller
• The Additional Text Button
• Quote Category
• Customer Group
• Simulations / Requirements Planning
• Contact Date
• Project Number
• Fax Number
• The Order Button
• Order Number
• Order Date
• The Comment Button
• The Modification Log Button
• Created by
• Modified by

By using the Info Menu which you access by right-clicking you can link to the Update Customer procedure for the selected customer on the quote. You can then make changes regarding that customer.

To access the Rows tab, you can use the shortcut keys Alt+R, or select To order rows under Show in the Window menu.