Open Quotes

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

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===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.


[imageauto|Open Quotes - Click for full size|http://img.skitch.com/20120222-fx8kcu3w996ymhqmn1jy3eh9s4.jpg|https://img.skitch.com/20120222-nmxmt4g2afstphp63befh4y4kc.jpg]


===Fields===

'''Customer''':  Select a customer by searching for their name.

Click the Browse icon [image||{UP(web.quotes)}browse.gif] to search by company or customer ID. 

Click the Add icon [image||{UP(web.quotes)}add2.gif] to add a new organization.

{s:yellow
| text = 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.

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Open Quotes