How do I retrieve a unit sales quote?
From Catalyst
Revision as of 11:12, 11 December 2018 by Les Ward (talk | contribs) (Les Ward moved page How do I Retrieve a Vehicle Sales Quote? to How do I retrieve a Unit Sales quote?: Lower case (except for Platinum menu options))
Summary
The following article explains how to retrieve a quotation in Unit Sales and turn it into a sales order.
More Information
Go to " Unit Sales Vehicle Sales Documents".
- Click <Advanced>.
- In "Doc. Type:", click the drop down arrow and select "Quotation".
- Press <Search>.
- This will list all stored quotations.
- Highlight the quotation you need to convert to a sales order and press <Convert>.
See also
- Selling a Vehicle
- How do I Authorise a Vehicle Sales Order?
- What do the Colours Mean on my Vehicle Sales Orders?
