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Jen22's avatar
Jen22
Trusted Cover User
4 years ago
Solved

Quote Template

Hi, I am currently in the middle of setting up our quoting & purchasing templates.  We have always used excel for these forms but am now looking at MYOB to create them.

 

I have attached our template that I have been working on far

 

I am having a few issues with the template & hoping you could answer the following;

 

- I cannot get the Description part of the table to move across so there is more room, making the Unit Cost a smaller section

- Where we have - DRC estimated ex-works lead time - I would like to add the due date field - But where does this come from in MYOB? Is it in the customers card?

 

Also to get the customer company name to show on the quote I have had to put the name in Customer Field #1 & put that field on the quote.  Is this right or is there another way to do this?

 

Thanks for your help

  • Tracey_H's avatar
    Tracey_H
    4 years ago

    Hi Jen22 

     

    Thanks for your post. These help articles have detailed information on personalising your invoices/quotes:

     

    Personalising invoices

    Add text and fields to forms

    Editing form elements

     

    The due date field is populated according to the terms of that particular invoice/quote. If you created a quote on the 1/10/20 and the terms were net 7 days the due date would be the 8/10/20.

     

    Please do let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information

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  • Tracey_H's avatar
    Tracey_H
    Former Staff
    4 years ago

    Hi Jen22 

     

    Thanks for your post. These help articles have detailed information on personalising your invoices/quotes:

     

    Personalising invoices

    Add text and fields to forms

    Editing form elements

     

    The due date field is populated according to the terms of that particular invoice/quote. If you created a quote on the 1/10/20 and the terms were net 7 days the due date would be the 8/10/20.

     

    Please do let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information

  • Jen22's avatar
    Jen22
    Trusted Cover User
    4 years ago

    Thanks Tracey,

     

    I have managed to get the columns right!!

     

    I still have an issue with the due date populating the quote.  Most of our quotes will have a 2 week lead time.

     

    I have attached how I changed the Customer Terms but it is still showing as the same date as the quote date, also attached

     

    Could you please advise

     

    Thanks

     

    • Tracey_H's avatar
      Tracey_H
      Former Staff
      4 years ago

      Hi Jen22 

       

      If you delete and reprocess that quote does it display the correct date? Please let me know how you go with this.

      • Jen22's avatar
        Jen22
        Trusted Cover User
        4 years ago

        Hi Tracey,  sorry for the random delays in responses! I am working on this in the background to all my normal work lol

         

        OK I have finally figured out the due date.  If I go in the Terms when I am doing the actual quote, it works, instead of changing anything in the card section.

         

        One more thing;

         

        I have set up a Purchase Order as well.

         

        When I go to print it out, the description, quantity & cost is blank.

         

        Only my Total Cost will show

         

        Are we meant to be setting these up under Item or Service?? I currently have it set up under Service and that is what my supplier is set to under Buying Details in the card section.