Difference between revisions of "How do I retrieve a unit sales quote?"

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{{Review}}
 
 
==Summary==
 
==Summary==
The following article explains how you retrieve a sales order in vehicle sales.
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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|Vehicle Sales|Vehicle Sales Documents}}
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Go to {{Menu|{{VS}}|Vehicle Sales Documents}}.
*Now, click {{KeyPress|Advanced}}.
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*Click {{KeyPress|Advanced}}.
*In {{DataPrompt|Doc. Type:}}, click the drop down arrow and select {{DataPrompt|Quotation}}
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*In {{DataPrompt|Doc. Type:}}, click the drop down arrow and select {{DataPrompt|Quotation}}.
*Now press {{KeyPress|Search}}.
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*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


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Keywords AND Misspellings
Quote, Quotation, convert, turn, Vehicle Sale