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!
More Information
Go into " Systems Stock Control Invoicing & Customer Orders".
- Press <F3> to bring up the quotations loading screen.
- Enter in the customer's account code if known, or search for a customer.
- Alternatively enter the quote number, a stock code or description that appears on the quote you are looking for in the "Filter on:" box.
- A list of retrievable quotations that match your search criteria will appear. Navigate to the quotation you require, the details of each will be displayed in the review section on the bottom section of the screen, click [Load] or press <F2>.
- This will then add all the parts to the "Invoicing & Customer Orders" screen to allow you to invoice them as normal.
See also
- How do I Print and Save a Quotation?
- How do I Create a Quotation?
- How do I Remove Old Quotations?
- How do I store and use a Delivery Address?
- Selling Stock in Invoicing and Customer Orders
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