How do I retrieve a unit sales quote?
From Catalyst
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 Unit 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 unit
- How do I authorise a unit sales order?
- What do the colours mean on my unit sales orders?
