Quotation format & fields

I am setting up Quotation form & Report for printing and would like to solve the following issues

Issue #1
As I have setup for multiple currencies, some quotations are in AUD, others in USD, the Customers have been assigned the correct currency, in Quote edit mode the correct currency is visible (although grayed out), BUT the currency type is not visible on the ‘view’ report for printing.
I need the currency type to be visible on printed quotes.

Issue #2
There is no client reference number field, e.g. where client sends a RFQ # (Request For Quote) or tender #, and this needs to be referenced on the Quote.

Issue #3
There is no ‘Item #’ field to the left of Quote line items (usually to make it easier to reference specific lines with notes below)

  • e.g. "Note:
  • Line 1~5 delivery 4 weeks;
  • Line 6~10 delivery 8 weeks;
  • Line 1&2 Ship by air freight;
  • all other Line items ship by sea freight"

Issue #4
Quote revisions
Some customers request changes but want to maintain original quote number, with revisions.

I second the need for a Client Reference Number field on the quote form.

As long as you have set a base currency, applicable currency will be designated on sales quotes.

Create a custom field. Since Manager has no use for such a reference, it would be considered non-essential. All non-essential fields are handled with custom fields. See https://guides.manager.io/8941.

See https://guides.manager.io/10303.

What is your point? Sales quotes are not financial transactions and affect no accounts. You can edit one at will.

Not clear enough to me …
I have clients who buy in AUD: so quote AUD, sales order, invoice, payment all done in AUD into AUD bank account
I have other clients who buy in USD so quote USD, sales order, invoice, payment all done in USD into USD bank account
Although I can see the clients currency in edit view, It doesn’t show the Currency type on the printed quote for the client.

Manager & accountants may not have particular use, but as Quotes is a front-end sales function and must be able to meet typical client document tracking conventions, a client reference number which appears in the quote header area would be ideal … typically this will be an RFQ or Tender reference number, and later superseded by client PO number in Sales Order when Quote is accepted. ask other users if they agree

Again this is for meeting client requirements for document tracking conventions, noting unusual for front-end sales platforms, which is what the Quote is for

Thank you, but only half the information I need … link shows some code which is to add the missing item numbers … but … doesn’t give the dummies guide for how and where to place the code … please assist with clear guide.

I agree 100%. We can use a custom field but as @Elfroar says, it would be much better to have it in the header area of the quote.

I have managed to create a new theme, based of the basic built in theme, replaced the code with the sample.

Questions, cannot fond an ‘active theme’ button for the custom theme.

went back into the quotes, had to select ‘custom theme’ inside quote, then custom theme I made to get it to work.

then repeat for each quote.

Is there a way to just make this the standard default theme for all new quotes?

P.S. whilst on the topic of default settings, is it possible to make ‘+GST’ the default setting in quote line items, rather than having to select them every time?

Just solved the default theme c/w items & ‘+GST’ … was in form defaults

Would still like to see:

  • Customer reference field in header (not as custom field below)
  • Currency of the Quote to appear on the printed quote either above price column or beside order total (not as custom field below)
  • Quote revision field beside quote reference number.

These would greatly improve the Quote function and meet typical ISO audit compliance.

1 Like

Here is a sales quote from a company with its base currency set as the Euro. The customer is denominated in USD. (Forget the fact that the customer’s address is in Canada; it is just a test company.) The quote clearly shows as being in dollars:

If your transactions don’t show this, post screen shots of your Base Currency setting screen and the transaction in question. Also, what version number are you using?

And so it can, with a custom field. You need to understand that Manager is not going to be customized explicitly for you. It is designed for worldwide use, and the number of different desires and work practices is unimaginably large. What you ask may seem common to you. What others ask seems common to them. So the program allows everyone to incorporate their desires with custom fields.

Manager is not a sales platform. It is an accounting program, which is why quotes have no impact. If you want an integrated sales platform, possibly even one that generates forecasts from quotes, you need a different application.

Users are responsible for their own custom themes. This is not a coding forum. There are plenty of those on the web.

Custom themes are always active. Only built-in themes can be activated and deactivated.

Yes. Under Form Defaults in Settings.

My two most common currencies are AUD & USD, both use the same ‘$’ symbol, and this can be trading in both AUD & USD to the same customer (means setup an AUD & USD instance for same customer)

A piece of friendly advice in a competitive market, one of the key reasons business owners like myself are prepared to put up with the pain and sacrifice of time we don’t have, to trash our legacy accounting system to give this one a fair go, is because we encountered this narrow “accounting only” attitude with other platforms which fails to respect that much of what ends up in the accounts originated from a sales interaction with the customer, or a purchase interaction with a supplier and for most businesses that will be a ‘quote’ or a PO.

Some of the other platforms go directly from quote, straight to the invoice and will not cater for ‘sales order’, ‘production order’, ‘delivery order’ in-between which just about covers every other business that isn’t POS with efpos. This gives your product a distinct market advantage, showing you listen to business needs.

I am offering suggestions

  • Customer reference field in header (not as custom field below)
  • Currency of the Quote to appear on the printed quote either above price column or beside order total (not as custom field below)
  • Quote revision field beside quote reference number.
    These would greatly improve the Quote function and meet typical ISO audit compliance.

It isn’t my product. I’m a forum moderator, a user like you, not the developer. Your opinions on business models and product comparisons are wasted on me.

You have made all your points now several times. You’ve been told how and to what extent the program will accommodate your needs (pretty well, especially considering the price). Repeating your desires over and over does not gain them more attention or improve any chances of their being adopted. In fact, it probably lessens them, as your comments are strung out through so many posts.

My apologies for mistaking you for being the owner/developer of the product.

Further apologies for not being a program developer and asking stupid questions in a forum to learn how the product works

… and additional apologies for giving suggestions for product improvement in a forum related to the product.

Then perhaps you could try and see if you can get your currency custom “drop down” field to be right justified so that it appears under the Total value.

PS: no questions on the forum are ever stupid, but at times responses can seen to be dictatorial rather then being pleasantly informative.

Thanks for the suggestion, I have tried to justify the custom box right, but I believe the theme code only allows to control text justification, not the individual custom box. the control for the custom box position is most likely encrypted into the application.

Still it defeats the purpose of a database, as the correct currency information is already there, it just needs to be populated into the quote report similar to my image example above, avoids human error in clicking custom box wrongly.

Appreciate your comments and support, I know I am not stupid (was hoping someone read the tone of their comments and adjusted), I’ve been building front-end databases for businesses, starting 20 years ago in DB3/4, then about 15 years ago in MS Access (from memory on a 386 PC with Win 3.1) till current … the part I never developed before was the back-end accounting (did’t have the need then).

I have just spent months looking at either getting a back-end developed to connect to my existing front-end, until I found Manager. So far very impressed, has the key things I need up front, quotes, SO, S Inv, PO, DO, dual currency, inc/exc GST, just to name the key ones.

I know I can create a customer reference field in MS Access tables, entry form and into print report in about 1 minute flat, so was rather surprised at the extreme push-back I was getting, considering this is very standard requirement for businesses which have ISO 9001 accreditation.

This is not the case. You can position anything that is part of the form anywhere you want with appropriate Liquid code. But you might find that code tedious because of the way the program uses array variables. So there might be a need for one or more looping routines to extract the information you want in a particular location and exclude that you don’t.

The problem is not positioning, it is knowing what variables exist and are called for a specific form. Currently, the only way to determine that is by inference from examination of existing theme code.