Difference between revisions of "How do I retrieve a stock quotation?"
From Catalyst
m |
|||
| Line 3: | Line 3: | ||
== Details == | == Details == | ||
| − | + | Go into "Systems" -> "Stock Control" -> "Invoicing & Customer Orders". | |
| − | * Enter the account code for | + | * Enter in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. |
| − | * Press {{KeyPress|F3}} | + | * Press {{KeyPress|F3}} to bring up a list of retrievable quotations for that customer, navigate to the quotation you require and select the {{Button|Choose}} page. |
| − | + | * This will then add all the parts to the "Invoicing & Customer Orders" screen to allow you to invoice them as normal. | |
| − | |||
| − | |||
| − | |||
| − | * This will then add all the parts to the Invoicing | ||
== See also == | == See also == | ||
| − | *[[How | + | *[[How do I Print and Save a Quotation?]] |
| − | {{KB_Tags|Quote, retrieve, stock, control, sales}} | + | {{FAQ}}{{KB_Tags|Quote, retrieve, stock, control, sales}}{{KB_ST}}{{ZN_Admin}} |
| − | {{KB_ST}} {{ | + | |
| + | {{KB_Tags|ST94}} | ||
Revision as of 14:13, 18 February 2010
Summary
This article explains how to retrieve a Stock Control quotation to turn it into an invoice if the quote is accepted by the customer. This is under the assumption that you have created and saved the quotation to begin with!
Details
Go into "Systems" -> "Stock Control" -> "Invoicing & Customer Orders".
- Enter in the customer's account code if known, or search for a customer.
- Press <F3> to bring up a list of retrievable quotations for that customer, navigate to the quotation you require and select the [Choose] page.
- This will then add all the parts to the "Invoicing & Customer Orders" screen to allow you to invoice them as normal.
See also
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
