Swap RFQ Items

Modified on Tue, 28 Nov 2017 14:37 by Ryan Horne Categorized as Quoting

===General===

'''Screen Name:''' RFQSWAP

'''Function:''' The Swap RFQ Items screen allows users to swap all like items on quotes for the same customer at one time.

[imageauto||{UP}/Quote_Item_Swap.png]


===Process===

'''1.''' Enter the Customer ID or Name.

'''2.''' Enter the Original Item ID or Description.

'''3.''' Enter the New Item ID or Description.

'''4.''' Click the Swap Open Quotes button. Adjutant will go through all open quotes that have the customer selected as the customer on the quote and swap all of the old items with the new items.

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Desktop Adjutant

Navigation¶

Swap RFQ Items