Difference between revisions of "How do I retrieve a unit sales quote?"
From Catalyst
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==Summary== | ==Summary== | ||
− | The following article explains how | + | The following article explains how to retrieve a quotation in {{VS}} and turn it into a sales order. |
==More Information== | ==More Information== | ||
− | Go to {{Menu| | + | Go to {{Menu|{{VS}}|Vehicle Sales Documents}}. |
− | * | + | *Click {{KeyPress|Advanced}}. |
− | *In {{DataPrompt|Doc. Type:}}, click the drop down arrow and select {{DataPrompt|Quotation}} | + | *In {{DataPrompt|Doc. Type:}}, click the drop down arrow and select {{DataPrompt|Quotation}}. |
− | * | + | *Press {{KeyPress|Search}}. |
*This will list all stored quotations. | *This will list all stored quotations. | ||
*Highlight the quotation you need to convert to a sales order and press {{KeyPress|Convert}}. | *Highlight the quotation you need to convert to a sales order and press {{KeyPress|Convert}}. |
Revision as of 11:23, 25 July 2013
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