General functionality

This article describes the revision management capabilities of the Quotation Tool. There are basically two philosophies; All revisions are kept within your single Quotation Tool file.  A new file is created for each revision. The only time when...

To update prices (cost and sales) of an old quotation to the currently valid prices is a process that is either quite simple or quite tricky, depending on where the original prices comes from. The Quotation Tool can warn users if the prices have exp...

All prices in a quotation must have the same currency. Hence if you want to add an item to your quote that you have a cost in a different currency you have to track down your trusty old calculator and convert the cost into the currency used in your ...

FlexLink Quotation Tool contains a Word template for a Component quote that can be used as the base for a operating unit's component quotes. With this template it is possible to create component quotes for customers that have not yet been added to t...

Here's a list of the most common shortcut key combinations in the Quotation Tool. Key combination Description CTRL+N New quotation CTRL+SHIFT+N New quote revision ...

When you run a Web Update of Exchange Rates in Quotation Tool you will download, and store in your local database, currency exchange rates that are provided by Coesia Group HQ Finance & Treasury Team.  The exchange rates are updated quarterly and ar...