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3.4 Quoting |
  
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3.4 Quoting |
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3.4.1 Quoting in Latitude
Quotes in Latitude are simple and flexible. Quotes are linked to a Job, and the Job is linked to a Business Contact. Non-Business Edition versions have one quote linked to a job.
In Latitude you can create multiple quotes for the same job, this allows you to create quotes for different phases of a job, or for any changes to the job. Each quote has an active/inactive flag to help you manage the quotes, this also allows you to see a history of tendered quotes.
Each quote of a job is identified by a unique code and a description. A quote consists one or more line items, the total amount being the sum of the line items. The Tax type to apply is specified per item, so it is possible to have a mixture of taxed and un-taxed quote items on the same quote.
Latitude allows the creation of standard blocks of text, which can be used to provide uniformity to your quotes.These standard blocks of text are still able to be edited on an individual quote once selected.
A job being quoted for can be broken down into a number of tasks. Latitude has an option to create quote items from flagged tasks. Changing or adding tasks after a quote has been created will not affect the quote.
A quote can be used as the source of an Invoice, when used as a source an invoice line is automatically created for each quote item.