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Overview

The ERP Quote List contains data relating to all Quotes that have been processed within your ERP database. The Quote List reports by Quotes pending results; Converted Quotes, i.e. to an order/invoice; Quotes completed, i.e. closed off no action; and a list of All Quotes.

Ways Lists in ERP can be Manipulated:

• Filtering Lists
• Searching f5 f6 f7
• Customising Lists
• Report Printing Options
• Export Data

How to use the Quote List

• Select the Sales tab
• Select the Quote List button

• Select the relevant Radio button to view the required data, i.e. Quotes; Converted Quotes; Completed Quotes;

All Quotes.

• Select the 'NEW' button to load a new Quote data entry screen.

• Enter/select data as required, i.e. Customer, Products etc. Refer Quote for details.
• Select 'SAVE'.

• The newly created Quote will now display in the Quote List.
• Note: The total of the displayed Quotes is listed at the bottom of screen.
• Total Number of records is listed in the bottom left corner of screen.