Business Transaction

This form is used to record each business transaction that are high value, complex or critical to customer satisfaction. The process is ordered logically on the form from top to bottom. A list of all open business transactions can be viewed here.

Primary tabs

Vertical Tabs

Vertical Tabs

QTE - Sales Quote
Name of the company or customer
Description of products included in quote
Total value of the quote excluding GST. Use decimal numbers only (e.g. 10000.50)
External quote reference number.
Comments regarding important terms or conditions.

Plain text

  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Files must be less than 3 MB.
Allowed file types: jpg jpeg gif png txt doc docx xls xlsx pdf ppt pptx pps ppsx msg.


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