Q - Quotation Module


 

Menu Path from Main Menu

M - Q or C

Overview

From the Quotation Module, you can create, edit, view or reprint quotes.

 

Q screen.PNG

 

 Function Key

Description

F1 - New Quote / Edit Quote 

Create or edit a quote

F2 - Update Quote Pricing 

Recalculate the pricing on a selected quote

F3 - View / Reprint Quote 

View or reprint a quote

F6 - Quote Listings 

Open a list of quotes which can be selected to view details

F7 - Duplicate a Quote 

Duplicate a quote under a different customer account

F10 - Delete a Quote 

Delete a quote