8.5.1. Quote

Quote lookup section.

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:

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.

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:

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.