Quotes

Quotes - Quotes Search
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
Quotes - Quote Items Search
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
Quotes - Quotes View
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
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
Quotes - Locations
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
Quotes - Requotes and Convert to Order
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
Quotes - Changing Quote Status to Lost
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