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Page Revision: 09/22/2011 05:07 PM

Table of Contents [Hide/Show] Quotes    Quotes Screen

Quotes¶

This task is used to create quotes for customers. These quotes can then be converted to work orders and eventually to invoices.



Select Quotes from the Navigation Bar or from the Drop Down Menu Order Entry – Billing. 

Quotes Screen¶

 

This is the Quotes screen.

It is important the User and the Location are correct because multiple uses and locations can be accessed from the same computer. These are located in the top right area of the screen.

The Quotes screen is similar to the Invoices screen. 

   

 

 Saves the Quote and displays the Create Work Order screen with the quote information pre-loaded.

 Saves the Quote. The message  is displayed.

 Prints the Quote (the Quote is NOT saved). The current Quote remains on the screen.

 

After selecting the  option, the windows printer window is displayed so that the desired printer can be selected.

The quote is then printed with the words “QUOTE” in the upper right corner. 

 

 The Confirm Save window is displayed if you have made changes to the current screen and attempt to start a new Quote or to change to another action.

Note: This window is not displayed and any changes made are lost if the Home option on the Quick Link Bar is selected. 

 

Quotes Actions Menu

The following actions are available from the Actions drop down menu while in the Quotes task.