Quotes
The Quotes tab can be used: To search and locate a quote or group of quotes To action a quote To bulk action quotes To export a quote list Note: ...
Mon, 20 Jan, 2020 at 2:02 PM
The Order Items tab can be used: To search and locate an item or group of items To action an item To bulk action items To export an item list Not...
Mon, 20 Jan, 2020 at 11:20 AM
The Quotes View page is divided into the following sections: Section Description Action The Actions button is located to the right of the quote name....
Mon, 11 Nov, 2019 at 11:58 AM
Quotes - Creating a New Quote Step Action 1. Select {New} under Quotes/Orders. A New Order modal window will open. 2. Complete the fie...
Wed, 6 Nov, 2019 at 8:26 PM
To Navigate to Quote Edit: Step Action 1. Select {Quotes/Orders}. The page will open on the Quotes/Orders tab. 2. Use search filt...
Fri, 13 Sep, 2019 at 11:58 AM
An existing quote can be requoted or converted into an order. This will create a new quote/order based on the original quote. Notes: Customer/Contact...
Mon, 20 Jan, 2020 at 2:31 PM
Quote - Changing a Single Quote Status to Lost Step Action 1. Select {Quotes/Orders}. The page will open on the Quotes/Order tab. 2. ...
Fri, 13 Sep, 2019 at 12:24 PM
Bulk Actions are a selection of fields that can be used to quickly update information on one or more items without having to edit them individually. The sys...
Wed, 21 Oct, 2020 at 11:36 AM
Step Action 1. Select {Quotes}. The page should open on the Quotes tab. 2. Use search criteria to filter export results. 3. ...
Wed, 21 Oct, 2020 at 11:37 AM