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53We have been creating sales quotations from a Word template.
Example: we maintain template for each system that the company sells. There are a dozen systems.
The Word document has three pages.
(1) First page has the Customer/Contact information and the system information (narrative).
(2) The second page has the System components. A system is a group of items that are together configured. Each item has a list price and each customer has a discount that applied to each line item. The Second page of Word imports the data from an Excel that contains the price list from each component. There are approx 20 lines available for each system. Only approx. ten are selected by entering a Qty for each line for each line selected. The prices used in the Page 2 Excel come from another Master Excel Price List. The unused rows are hidden in Excel.
(3) The third page has the Terms and conditions, Payment terms, Delivery estimate.
The benefit of this approach has been that the Sales coordinator only has to select the system, enter the quantities into the Excel. The prices are calculations are imported via Index and VLooup formulas. The use of the templates saves time by not having to type in the Item number one at a time.
What we would like to do is the same with NAV. Can NAV use price templates for systems to avoid having to enter Item numbers. Basically a system template would show the list of line items available for the selection by the Sales Coordinator. Lines needed would be have quantities. Lines not needed would be deleted. Price and discounts would come from NAV.
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