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8.1.2. List Quotes
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8.1.2. List Quotes

To view a list of Quotes, select the "List Quotes" option. The following screen will appear:

Quotes Master List

Note

Quotes may not be converted to Sales Orders for Customers whose credit status is either "On Credit Warning" or "On Credit Hold." Only users with special privileges may override these credit settings.

When displaying a list of Quotes, you are presented with the following options:

All Sites

Select to display Quotes for all Sites.

Selected

Specify Site whose Quotes you want to display.

Show Quotes for Prospects

Select to include Prospect Quotes in the list. While Quotes may be created for Prospects, you cannot convert a Prospect Quote to a Sales Order without first converting the Prospect to a Customer.

Show Expired Quotes

Select to include expired Quotes in the display.

Sales Orders

Display lists Quotes, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

PRINT

Highlight a Quote, then select this button to print a copy of the selected Quote.

CONVERT

Select to convert a Customer Quote to a Sales Order. All Quote Line Items must have valid Item Sites for a Quote to be converted successfully. Also, you may not convert Quotes written for Prospects.

Note

By default, the Quote Number will be assumed by the Sales Order when a Quote is converted to a Sales Order.

NEW

Opens screen for creating a new Quote.

EDIT

Enables you to edit highlighted Quotes. The edit screen is the same as that for creating a new Quote—except that when editing, the fields will contain Quote information. Double-clicking on a Quote will also bring you to the editing screen.

VIEW

Highlight a Quote and then select this button to reach a read-only view of the "Edit" screen.

DELETE

Highlight a Quote and then select this button to remove the Quote from the list.

Right-clicking on a Quote in the Quotes list enables you to select from the following menu options:

Print

Highlight a Quote, then select this button to print a copy of the selected Quote.

Convert

Select to convert a Customer Quote to a Sales Order. All Quote Line Items must have valid Item Sites for a Quote to be converted successfully. Also, you may not convert Quotes written for Prospects.

Edit

Enables you to edit highlighted Quotes. The edit screen is the same as that for creating a new Quote—except that when editing, the fields will contain Quote information. Double-clicking on a Quote will also bring you to the editing screen.

View

Highlight a Quote and then select this button to reach a read-only view of the "Edit" screen.

Delete

Highlight a Quote and then select this button to remove the Quote from the list.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

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