Enter the Customer Number of the Customer whose Quotes you want to view. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."

Select to display all Purchase Order Numbers for the specified Customer.

Specify the Customer Purchase Order Number you want to display.

Quotes entered on and after this date will be displayed.

Quotes entered on and before this date will be displayed.

Display lists Quotes for the specified Customer.

Closes the screen, returning you to the application desktop.

Select to edit the specified item.

Select to view the specified item.

Select to convert the specified Quote to a Sales Order.

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.

Enter the Item Number of the Item whose Quotes you want to view. The browse button located to the right of the field leads to a searchable list of make and buy items.

Inventory Unit of Measure.

Display lists Quotes for the specified Item.

Closes the screen, returning you to the application desktop.

Select to edit the specified item.

Select to view the specified item.

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.