Step Action
1. Select {Quotes}. The page should open on the Quotes tab.
2. Use search criteria to filter export results.
3. Select {Export}
Note: You may need to confirm the file to be opened/saved before proceeding, depending on
your web browser. The file will open or be saved to your computer depending on your web
browser.
Included in Export:
Order # Order Name Statuses Customer Customer Number Contact Name Contact Phone Contact Email Receiver Sales Rep CSR Tags Ship Type Invoice Terms | Rates PO Number Order Date Invoice Date Invoice Due Date Invoice Generated Billing Name Billing Address Billing Country Billing City Billing Region Billing Zip/Postal Shipping Name Shipping Address | Shipping Country Shipping City Shipping Region Shipping Zip/Postal # Of Items Shipping Amount Postage Amount Graphic Total Discount Total Subtotal Tax Total Total Paid Balance |