How do I retrieve a stock quotation?
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Revision as of 17:28, 22 January 2009 by Richard Green (talk | contribs) (New page: {{Review}} == Summary == It is possible in Platinum to retrieve a quotation to turn it into an invoice if the quote is accepted by the customer == Details == *Go into "Systems" -> "Stoc...)
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Summary
It is possible in Platinum to retrieve a quotation to turn it into an invoice if the quote is accepted by the customer
Details
- Go into "Systems" -> "Stock Control" -> "Invoicing & Customer Orders"
- Enter the account code for the customer in question
- Press <F3>
- This will bring up a list of retrievable quotations
- Here you can either press <F6> to Review the quotation or price <F2> to choose the quotation to transfer to the invoicing page
- This will then add all the parts the the normal Invoicing and Customer Orders screen to allow you to invoice them as normal
See also
