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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...
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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...
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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 ...
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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...
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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...
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The element module is probably the most important module in the Quotation Tool. This is where you add all your items that is the base for calculations. And there's a lot of functions to help you out, some of them might not be that obvious, this ...
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Exporting FlexLink Bill of Material from the Quotation Tool There are two ways of exporting the bill of material from FLQT. Exporting all elements Via the File menu / Export FlexLink material. This creates an XML file that you can import in...
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The Quotation Tool gives several options to move items between an external application and the elements section. This article does not outline the exact definition of the file formats, if you need this, please refer to the user guide. There are a lo...
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The trip panel is used to group hours and expenses on a single line. This function is extremely useful when defining customer visits etc. where you want to be able to add and remove all the costs of a trip easily. Pre-requisites The trip function ...
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The 2017 quotation Word templates are distributed with version 2.1.23 of the Quotation Tool. Make sure that you are running version 2.1.20 or later before continuing reading this article. The version number can be found in the Help/About dialog. ...