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A feature exists in the Sales Ordering system to allow users to create a Back to School Booklist quotation that will create and link a booklist to the quote.

 
Selecting the BTS Booklist option in the Header tab of Sales Order Entry/Maintenance allows users to create a BTS Booklist Quote for the selected customer.

 

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After clicking Next (F6) the below screen will appear.

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Number 1

Customer – Displays the customer code and name.

School Year - Enter the school year the BTS booklist quote is for.

Class Code - Enter the class code the BTS booklist quote is for.

Number 2

Description - The description of the BTS Booklist Quote.

Number 3

Booklist Type - Clicking the drop down arrow allows users to select the relevant booklist type.

Status - Clicking the drop down arrow allows users to select a Status for the BTS booklist quote.

Number 4

# Student/Packs - The number of students/packs expected to be quoted on.

 

Booklists created from quotes will use the quoted prices on the booklists instead of automatically calculated prices on the booklists (ie based on the customers pricing/contract). Booklists can be unlinked from the quotes in the Booklist Management Dashboard.

  

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