ES-C  Enter Quote Templates

Purpose of Program

Use this program to enter quote templates, which are boiler plate type documents (for terms & conditions, contract info, etc.) that can be modified and attached to customer quotes for printing as a backup page or pages.

General Program Operation

Creating a Template

To create a template, skip the Qt field and enter an identification code for the template in the Code field.  Next, enter a description of the template.

Line one is now highlighted.  Begin entering the template.  Simple word processing functions are provided, such as the Insert Line button (or F3 key) to insert a line and the Delete Line button (or F4 key) to delete a line.  A total of 100 lines may be entered.

Once you are finished entering the template, save it by clicking on the Save button (or press F10).

Attaching a Quote

You may attach a quote by first entering a quote number in the Qt field or by selecting a quote by clicking on the Lookup button (or press F2).  Next, type the template code to which you wish to attach the quote, or view and select from a list of available templates by clicking on the Lookup button (or press F2).

The template will now be displayed on the screen.  Edit the template as needed.  When finished, save the entry by clicking on the Save button (or press F10).  The modified template is now attached to your quote and will automatically print as a second page or pages when the customer quote is printed through ES-D  Print Customer Quotes.