Open Quotes

Modified on Wed, 22 Feb 2012 08:36 by tsanchez — Categorized as: E-Commerce

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   General Information
   Fields
   Buttons

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 Quotes - Click for full size

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.