
View and print a quote
This document will explain how to load a customer invoice into the invoice spreadsheet and than print off that invoice for a customer to sign.
- 1. Quote screen explained.
- 2. Loading latest quote.
- 3. Select specific quote.
- 4. Printing a quote.
- 5. Input and validation.
- 6. Possible errors.
The purpose of the quote screen is to allows representatives to load up a user's quote (from the customers' spreadsheet) and than print it off for the customer to signup to the service.

This area provides an outline of the business name, address, phone number, email and website address. The aim here is to provide details on the quote.
This information provides details of the specific quote, the quote date will automatically appear as today, the Customer ID is the vital field that must be entered to load the user's data (more details in sections 2. and 3.), and than first name, last name, address, suburb, post code and date of birth are automatically loaded from the customers' spreadsheet.
This button loads a macro to put the latest Customer ID from the customers' spreadsheet into the Customer ID field, in turn this will load the user's latest quote. (more details section 2.)
This information provides a basic description and amounts of the quote, the basic fee combines the risk fee and age fee, the extras fee provides the fee if the user has selected extras, and the rebates fee subtracts amounts from rebates. The subtotal adds up the extras and basic fee, and than subtracts rebates. The payment type discount takes off a percentage based upon mode of pay, and than the total is the final amount payable.
The customer signature box allows customer's to immediately sign up for a service based upon the quote.
This box provides basic details on how to operate the quote spreadsheet.
The aim of this function is to automatically load the latest entered customer data into the quote screen.
In order to load the latest quote from the customers' spreadsheet the first step is to press the 'Load latest quote!' button (as the arrows point to in the below screenshot).

That's it, the latest quote will now appear in the spreadsheet, this is done by updating the Customer ID to the latest Customer ID from the customers' spread sheet.
The aim of this tool is to allow representatives to load a specific quote.
The customer's ID can be found on the left most column within the Customers' spreadsheet. Once you have found the correct Customer ID please swap to the Quote spreadsheet.

In order to load a specific quote please type (you cannot copy this ID) the chosen Customer ID into the Customer ID box (as highlighted in red in the below image).

That's it, the selected quote will now appear in the spreadsheet.
To print off a quote for the customer to sign.
In order to print off the document you must simply use the built in excel printing function, this can be either accessed by using the keyboard shortcut of Ctrl-P (or Command-P for Mac) or using the File -> Print… function. From here you are able to select colour, quantity, etc as you would for any normal document.
That's it, the quote will now print (see below screenshot for final output.)

The only input within the invoice spreadsheet is the Customer ID. This field is validated based upon an active list of current customer IDs from the Customers' spreadsheet.
An example of a reasonable data includes '1' ,'8', or '10'. Invalid data would be any value that isn't a number currently active as a Customer ID, this includes '1921021902190', 'number-one', '-', or 'a'.
This error appears when an invalid (not within the Customers' spread sheet) identification number has been entered. This can be rectified by either using the 'Load latest quote!' button, or alternately manually entering a specific customer's ID.


How to...
