Quotes

Quotes - Info Boxes
Back Section Description Quote Information Boxes These boxes provide general information about the selected quote. Quote Date - shows date of quote. Status - indicates the current status of...
Wed, Jul 21, 2021 at 1:45 PM
Quotes - Customer Details
Back   Customer Details This shows general details for the quote and the customer including: Type Status Previous/Converted Order# or Requoted Quote# Customer on the quote Contac...
Wed, Aug 11, 2021 at 6:40 PM
Quotes - Details
Back Details This shows pricing details for the selected quote including : Quote Date Total  Graphic Discount Shipping Postage Subtotal Tax Total Approved Total  
Thu, Jul 22, 2021 at 12:10 PM
Quotes - Editing a Quote
Back To edit a quote in DocketManager: Step     Action   1.       Select {Quotes} in the navigation menu on the left-hand side.   2.       Search for the quote you want using the search ...
Mon, May 31, 2021 at 10:10 AM
Quotes - Deleting a Quote
Back To delete a quote in DocketManager: Step     Action   1.       Select {Quotes} in the navigation menu on the l...
Thu, Jul 15, 2021 at 12:35 PM
Quotes - Duplicate
Back To duplicate a quote item in DocketManager: Step     Action   1.       Select {Quotes} in the navigation menu on the left-hand side.   2.       Search for the quote containing the i...
Mon, May 31, 2021 at 10:11 AM
Quotes - Download
Back Quote items that have files attached, such as customer files, proof files, etc., can be downloaded from the quote level instead of going into each item. Step     Action   1.       Se...
Mon, May 31, 2021 at 10:11 AM
Quotes - Print Outsourced PO
Back You can print outsourced purchase order (PO) documents directly from the quote view page. Step     Action   1.      &n...
Fri, Jul 16, 2021 at 2:55 PM
Quotes - Print Packing Slip
Back Coming Soon!
Thu, Mar 3, 2022 at 10:55 AM
Quotes - Print Shipping Label
Back Coming Soon!
Thu, May 13, 2021 at 1:01 PM