Difference between revisions of "How do I retrieve a unit sales quote?"
From Catalyst
m (Les Ward moved page How do I Retrieve a Vehicle Sales Quote? to How do I retrieve a Unit Sales quote?: Lower case (except for Platinum menu options)) |
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| − | ==Summary== | + | == Summary == |
The following article explains how to retrieve a quotation in {{VS}} and turn it into a sales order. | 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|{{VS}}|Vehicle Sales Documents}}. | Go to {{Menu|{{VS}}|Vehicle Sales Documents}}. | ||
*Click {{KeyPress|Advanced}}. | *Click {{KeyPress|Advanced}}. | ||
| Line 10: | Line 10: | ||
*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}}. | ||
| − | ==See also== | + | == See also == |
* [[Selling a Vehicle]] | * [[Selling a Vehicle]] | ||
* [[How do I Authorise a Vehicle Sales Order?]] | * [[How do I Authorise a Vehicle Sales Order?]] | ||
* [[What do the Colours Mean on my Vehicle Sales Orders?]] | * [[What do the Colours Mean on my Vehicle Sales Orders?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|quote, quotation, convert, turn, vehicle sale}} |
{{KB_VS}} | {{KB_VS}} | ||
Revision as of 06:33, 22 December 2018
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
- Selling a Vehicle
- How do I Authorise a Vehicle Sales Order?
- What do the Colours Mean on my Vehicle Sales Orders?
