The Header section contains identifying and classification details for a Quote, Customer Order, or Claim. Most fields appear across all record types, though some are unique to specific workflows (for example, Quote # or Claim Order). The Header appears at the top of the record screen and establishes key details used throughout the order entry process, including customer, job, and scheduling information.
Tip: Many header fields also display in the Browse Screen Preview Panel as read-only summaries. See Preview Panel Information in Create & Locate Quotes/Orders for more information.
| Field | Description | Quote | Order | Claim | Notes |
|---|---|---|---|---|---|
| Tax Certificate | Indicates whether tax exemption applies. | ✓ | ✓ | ✓ | One of two methods to mark a job as tax-exempt; should not be combined with the Tax Type approach. See Tax Reference. |
| Quote # | User- or system-generated identifier for the quote. | ✓ | Press F8 to generate the next sequential number. Controlled from Utilities > System Options. | ||
| Order # | User- or system-generated identifier for the order. | ✓ | Each record type maintains its own numbering sequence. | ||
| Claim # | User- or system-generated identifier for the claim. | ✓ | |||
| Store ID | Identifies the branch or store associated with the transaction. | ✓ | ✓ | ✓ | Required field. Press F8 to view available stores. Visibility restricted by Order Stores Visible to User settings. |
| Quote Date | Date the quote was created. | ✓ | Defaults to the system date; editable until payments or discounts are applied. | ||
| Order Date | Date the order was created. | ✓ | Controlled by Allow Editing of the Order Date. | ||
| Customer # | Unique customer record ID. | ✓ | ✓ | ✓ | Auto-populates customer name, address, and contact information. |
| Sold-To | The entity responsible for payment. | ✓ | ✓ | ✓ | Auto-filled when customer info is loaded. Double-click to open the customer information screen. |
| Ship-To | Delivery or installation address. | ✓ | ✓ | ✓ | May differ from Sold-To; updates address used on printed forms. |
| PO Number | Customer’s purchase order number. | ✓ | ✓ | ✓ | Required for commercial accounts. |
| Job Number | Internal job identifier linking a Quote to its Order. | ✓ | ✓ | Automatically generated when exported to order. | |
| Claim Order | Links the claim to its originating order. | ✓ | Visible only on claim records. | ||
| Customer Type | Defines the category of customer (e.g., Retail, Builder, Commercial). | ✓ | ✓ | ✓ | Required on all records. Defaults come from System Option Customer Type. If exported from the Customer List, the exported type overrides the default. |
| Tax Status | Indicates if the transaction is taxable or exempt. | ✓ | ✓ | ✓ | Defaults from Store or City settings. Can be locked if inherited from the Customer record. Certain actions may reset to “Taxable.” See Tax Reference. |
| Tax Type | Determines which tax method applies (Sales, Use, HST, etc.). | ✓ | ✓ | ✓ | Set according to system or customer defaults. See Tax Reference. |
| Tax Group / Tax Code | Defines the group or jurisdiction used for tax calculation. | ✓ | ✓ | ✓ | Adjusted automatically based on Ship-To address unless overridden. |
| Salesperson 1 | Primary salesperson on record. | ✓ | ✓ | ✓ | Used in commission calculations. |
| Salesperson 2 | Secondary salesperson (if applicable). | ✓ | ✓ | ✓ | Optional; used for split commissions. |
| Gross Profit (GP) Button | Opens the Gross Profit Summary dialog. | ✓ | Displays cost, price, and margin totals for the order. See Pricing & Totals. | ||
| Tax Total | Displays total taxes calculated on the order. | ✓ | Calculated automatically from taxable lines. See Pricing & Totals. | ||
| Total | Shows the grand total for the transaction. | ✓ | Summarizes all line item costs, add-ons, and taxes. See Pricing & Totals. | ||
| Measure Date | Scheduled site measurement. | ✓ | ✓ | ✓ | Appears in job scheduling reports. |
| Est. Install Date | Target installation date. | ✓ | ✓ | ✓ | Editable in all record types. |
| Time Slot | Appointment window for measure or install. | ✓ | ✓ | ✓ | Controlled via scheduling configuration. |
| Occupied | Indicates whether the job site is occupied. | ✓ | ✓ | ✓ | Impacts scheduling and labor notes. |
| Mobile Number (Telephone 2) | Customer’s mobile contact number. | ✓ | ✓ | ✓ | Configurable label via System Option Telephone Prompt. |
| Office Number (Telephone 1) | Customer’s main contact number. | ✓ | ✓ | ✓ | Recognized numbers can auto-fill customer details. Can be required using System Option Telephone Required. |
Cross-References
Pricing & Totals: for Gross Profit, Subtotal, Tax, and Total field explanations.
Tax Reference: for Tax Certificate, Tax Type, and Tax Status definitions.
Create & Locate Quotes/Orders: for details on where header information appears in the Browse Preview Panel.
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