Page History: Open Quotes
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Page Revision: Wed, 22 Feb 2012 08:33
General Information
Function: The Open Quotes tab allows a user to see the number of quotes and the quote amounts made to any customer. From here you can select a quote which will direct you to the Quote Header.
 Open Quote - Click to enlarge |
Fields
Customer: Select a customer by searching for their name.
Click the Browse icon
to search by company or customer ID.
Click the Add icon
to add a new organization.
This field is locked for customers; they cannot change the customer to anyone other than the company they are linked to in their User Profile.
Buttons
"Create New Quote: Starts a new quote for the selected customer and redirects you to the Quote Header page.
Copy from an existing Order: Creates a new quote by copying the header and line items from an existing sales order. Note that the sales order must be for the selected customer.
Copy from an existing Quote': Creates a new quote by copying the header and line items from an existing quote. Note that the quote must be for the selected customer.
