Quotes - Quotes View


The Quotes View page is divided into the following sections:

 

Section
Description
Action
The Action button is located to the right of the quote name.
The following actions to be taken for a Quote:
Edit - Opens the Quote Edit page.
Lost - Marks the quote as having been lost.

Back to Active - Changes the status of a lost quote back to active.
Print Quote - Generates a printed copy of the selected quote.
Email Quote - Generates an email with an attachment for the selected quote.
Print Packing Slip - Generates a printed packing slip for the selected quote.
Send Shipped Email - Generates an email with a Confirmation of Shipping attachment for the selected quote.

Print Shipping Label - Generates a printed shipping label for the selected quote.
Reorder - Creates a new quote from the existing selected quote.
Convert to Order - Converts the selected quote into an order.

Order Information Boxes


These boxes provide general information about the selected quote.
Date - shows date of quote.
Status - indicates the current status of the quote.
# of Items - shows the number of items in the quote.
Subtotal - shows the subtotal for the quote.
Taxes - shows the taxes for the quote.
Total - shows the total for the quote.

Items


This shows all items for the selected Quote.
To edit, add, or delete Items. (See Quotes-Items)

Customer Details
This shows general details for the selected quote:
Details

This shows pricing details for the selected quote:
Notes


This shows any notes for this quote:
To edit, add, or delete Notes. (See General-Notes)

Tasks


This shows any tasks for this quote:
To edit, add, or delete Tasks. (See General-Tasks)