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QuoteWerks Knowledgebase Topic (Article ID 5665)

Print Layouts - Sales Order vs Quote layout differences

This information applies to :

Article ID
5665

Created/Updated
April 27, 2004

Category
Print Layouts


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Question:
What is the main difference between a Sales Order and a Quote layout?

Solution:
Sales order print layouts are designed to behave differently. Sales Orders are meant to be used as internal ordering forms and Quote layouts are designed to send Quotes to customers.

Notes:
In a Quote layout the subtotal lines have been designed as a formatting feature to better present it to the customer, and the discount lines also show the customer how much they are getting discounted. While the sales order is meant to show your cost which is not discounted, and also the price charged the customer so that you can determine your profit on the sale. Sales orders also "unbundle" group bundled items. For example: If you are selling 5 computer systems that have 2 memory modules in each one, QuoteWerks will display a single line item for the memory with a quantity of 10. These are the fundamental differences.

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