Difference between revisions of "How do I retrieve a unit sales quote?"
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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 | ||
| − | ==More Information== | + | == More Information == |
| − | Go to {{Menu| | + | {{Units}} |
| − | * | + | Go to {{Menu|{{VS}}|Unit Sales Documents}}. |
| − | *In {{DataPrompt|Doc. Type:}}, click the drop down arrow and select {{DataPrompt|Quotation}} | + | *Click {{KeyPress|Advanced}}. |
| − | * | + | *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}}. | ||
| − | ==See | + | == See also == |
| − | * [[Selling a | + | * [[Selling a unit]] |
| − | * [[ | + | * [[How do I authorise a unit sales order?]] |
| + | * [[What do the colours mean on my unit sales orders?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, quote, quotation, convert, turn, unit sale}} |
| + | {{How}}{{KB_VS}} | ||
Latest revision as of 05:34, 19 June 2019
Summary
The following article explains how to retrieve a quotation in Unit Sales and turn it into a sales order.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Go to " Unit Sales Unit 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 unit
- How do I authorise a unit sales order?
- What do the colours mean on my unit sales orders?
