The Quote Document Window

The document window in Daylite Sales Assistant is used for all document types (quote, proforma, invoice, supplier invoice, supplier order (in fact any document DSA can make) )

DSA document main window

The Main Tabs

Details

Set the following data for the quote:

The Quote Document name
The Quote number
The valid to date
The create data
The bank account (in the rare occasion that a bank account is needed on the quote pdf.)

• The primary contact that requested the quote and that the quote will get addresses to in the PDF
• The Billing contact. Not required for quotes but is required for invoices
• The Shipping contact. The person to receive the good. Not a mandatory field

*The addresses can be automatically set by using the contact icons on the linked contacts on the Daylite Sales Assistant tab on the opportunity.

DSA contact icons

The Quote Number
The next number to be used will display in light grey text in the number box. If this number is not wanted simply type over the top. This makes it easy to regenerate a quote if a mistake has occurred with our having to reset the number.

If the number needs to be reset see the section on document number preferences

Line Items

DSA Line Item View

Select existing products or services to add to a quote or make a custom line item as you go. Note custom line items are not saved to the database so can not be re used. Once the option is selected the product picker window pops up.

DSA Product Picker

Search for and select the product or service to add to the quote. If a single product is selected it will open the line item edit card. If multiple products are selected they will go straight to the quote.

DSA Product Picker showing selection

Continue to add the products and services until the quote is completed.

Adding a product as you go

A new product or service can be added to daylite from this window. This saves time as it allows new products and services to be added during the quoting or invoicing phase which can then be added to the document.

*Turn on and off columns in the view to hide or show the valued you are interested in.

DSA Quote columns

There are a lot of special product and service features that extend the capability of Daylite Sales Assistant. Read about these in the related topics section below.

PDF Section

Once the quote is completed a PDF can be generated to be sent to the customer for approval (with any luck).

Generating a PDF in the quote view

The PDF controls

DSA PDF Controls

Related Topics

See all the product and service features in DSA
The Rights Management Tab for Photographers