Invoice/Quote Message

Data Source: MEMDES

The Invoice/Quote Message screen can be accessed by selecting one of the following Equipment Invoice/Quote, Parts Invoice, Parts Quote, Rental Invoice, Service Invoice or Service Quote from the Invoice/Quote Message screen.

The Invoice/Quote Message screen allows you to create the verbiage you wish to appear on quotes and invoices.

The following is a description of the search field that appears on the Invoice/Quote Message screen:

Field	Description
Select Location	The branch location you wish to add a message to an invoice or quote.

Note:  
Messages can be unique per area and location.

Note:  
The maximum number of lines allowed for the invoicing/quoting messages is 4.

The following are Substitution variable options:

Variable	Description
&SMN#####################	Substitutes the salesperson's name.
&PHN#########	Substitutes the salesperson's phone number.
&CEL#########	Substitutes the salesperson's cellular number.
&EML#################################	Substitutes the salesperson's e-mail address.

The substitution values come from the Salespeople screen. The salesperson ID on the invoice is used to look up the table to retrieve the necessary values.

Note:  
The number signs (#) allow you to reserve the necessary space in the message for all of the text and are recommended.

The following buttons allow you to complete your work on the Invoice/Quote Message screen:

Button	Function
Save	Saves changes made on the Invoice/Quote Message screen.
Close	Closes the Invoice/Quote Message screen without saving and returns to the previous screen.