How do I retrieve a stock quotation?
From Catalyst
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 Controll 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
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