Delivery Data displays the Delivery Data window for the selected quotation.
The Delivery Data window contains four tabs with which the following things can be defined:
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Customer Tab - Contains information about the selected customer. The Local Currency and Local Exchange fields define what currency is used locally. For example, if Smart Production-system is in Finland, then the local currency is EUR.
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Invoice Tab - Contains data about the customer to be invoiced in case an order follows a quotation. The Cust. Currency and Cust. Exchange fields define what currency is used in quotation and order confirmation documents sent to the customer. For example, if a customer is to be invoiced is in Sweden, then the customer currency is SEK.
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Delivery Tab - Contains the delivery address for the products. The Freight Cost / kg value is used in the freight work phase.
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Material cert. - Contains the delivery address of material certificates.
The tabs contain default information based on the customer data. You can edit this information.
You can select a different customer for the Invoice and Delivery and Material cert. by using the Customer No. In this case the data, the software loads the information into the tabs according to the selected customer.
Click Addresses to edit the names and addresses.
Click Select to copy the information from the highlighted line in the Customer persons or Customer Addresses list.
Click OK on the Delivery Data window to create a new quotation in the system. The software automatically assigns the next quotation number in the series. The pre- and post-attachments of the quotation number can be defined in the system parameters.