Quotes will record the promise to sell specified goods or stock items at certain prices and quantities if the debtor or customer accepts the quote within a specified period. Once a quote is accepted, it can be confirmed and converted to an Invoice. Quotes cannot be updated (posted) to the ledger.

If you have created more than one user in the Setup→System Parameters→Access Control menu option, you may select to use general numbers for the users and select the default user. This will enable document numbers to be generated by each user.

1. Click on the Setup→System Parameters→Documents menu option.
   - Keyboard Access: Press the Alt+S+S+D keys on your keyboard.
   The Documents Setup screen will be displayed.
   
2. Click on the Quotes tab. The Documents Setup screen for Quotes is displayed:
   
   
3. Select the following for the document layout, if necessary:
   1. Layout file - You may select any of the available layout files with an .*frf extension (freeform format). These files are stored in the Bin/Reports folder of the TCASH3 directory, or other directory in which TurboCASH is installed, on your system. The layout of the documents may be edited in the Tools→Report Designer menu option.
   2. Print Standard Logo - Select this field to print the address. If you have loaded a logo picture file in the Setup→System Parameters→Company Info menu option - (Options), the Company logo field must not be selected.
      If you wish to print the logo on your documents, you need to leave this field blank and select the Company logo field in the Setup→System Parameters→Company Info menu option - (Options) screen.
   3. Print Frames - Select to print frames in the document layout. If left blank, only the data will be printed.
   4. Auto Post Documents on Print - Not applicable to quotes, since quotes cannot be updated (posted) to the ledger.
   5. General numbers - This field will only be available and displayed if users were created in the Setup→System Parameters→Access Control menu option. If this field is selected, you may select the user from a drop-down list which TurboCASH will use to generate document numbers.
      If the General numbers field is not selected (ticked), TurboCASH will generate the document numbers numerically.
4. Check, select and enter the following options:
   1. Next Quote No. - You may need to change the document number to suit your requirements. It is recommended that the document numbers be prefixed with at least two alpha-characters. This will enable you to identify the documents and transactions by document numbers. (e.g. IN, QU, CR, PU, SR, OR, etc).
   2. Paper Type - You may select any of the available paper types (Pre-printed, A4, Service, Plain Eyeline, Forty). Till slip is also available but should only be selected for Point-of-Sale Invoices.
   3. Layout file - You may select any of the available layout files with an .*frf extension (freeform format). These files are stored in the Bin/Reports folder of the TCASH3 directory, or other directory in which TurboCASH is installed, on your system. The layout of the documents may be edited in the Tools→Report Designer menu option.
   4. Quote Heading - The quote heading may be changed to suit your specific requirements. This heading will display on all the quotes generated by TurboCASH.
   5. Quote Message - You may enter a standard message, which you wish, to display on all quotes.
   6. Page Setup - If you have selected or if you may select a dot-matrix printer to print quotes, you need to set up the paper size, margins, etc. for the dot-matrix printer.
5. Click on the Invoices tab, or any other tab, if you wish to check, select and enter details for any other document type. If you do not wish to select another document type, you may click on the OK button to save your changes and to close or exit this screen.