Quote Template
Hi, I am currently in the middle of setting up our quoting & purchasing templates. We have always used excel for these forms but am now looking at MYOB to create them.
I have attached our template that I have been working on far
I am having a few issues with the template & hoping you could answer the following;
- I cannot get the Description part of the table to move across so there is more room, making the Unit Cost a smaller section
- Where we have - DRC estimated ex-works lead time - I would like to add the due date field - But where does this come from in MYOB? Is it in the customers card?
Also to get the customer company name to show on the quote I have had to put the name in Customer Field #1 & put that field on the quote. Is this right or is there another way to do this?
Thanks for your help
Hi Jen22
Thanks for your post. These help articles have detailed information on personalising your invoices/quotes:
The due date field is populated according to the terms of that particular invoice/quote. If you created a quote on the 1/10/20 and the terms were net 7 days the due date would be the 8/10/20.
Please do let me know if you need further help.
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