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8.5.1. Quote

Quote lookup section.

8.5.1.1.  Quote Lookup by Customer

To view Quotes by Customer, select the "Quote Lookup by Customer" option from the "Displays" menu. The following screen will appear:

Quote Lookup by Customer

When displaying Quotes by Customer, you are presented with the following options:

Customer #

Enter the Customer Number of the Customer whose Quotes you want to view. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."

All P/O #s

Select to display all Purchase Order Numbers for the specified Customer.

Selected

Specify the Customer Purchase Order Number you want to display.

Starting Order Date

Quotes entered on and after this date will be displayed.

Ending Order Date

Quotes entered on and before this date will be displayed.

Quotes

Display lists Quotes for the specified Customer.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

Right-clicking on a Quote in the Quotes list enables you to select from the following menu options:

Edit

Select to edit the specified item.

View

Select to view the specified item.

Convert

Select to convert the specified Quote to a Sales Order.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

8.5.1.2.  Quote Lookup by Item

To view Quotes by Item, select the "Quote Lookup by Item" option from the "Displays" menu. The following screen will appear:

Quote Lookup by Item

When displaying Quotes by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Quotes you want to view.

UOM

Inventory Unit of Measure.

Quotes

Display lists Quotes for the specified Item.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

Right-clicking on a Quote in the Quotes list enables you to select from the following menu options:

Edit

Select to edit the specified item.

View

Select to view the specified item.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.


 
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