Difference between revisions of "Quote List"
From TrueERP wiki
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| − | == Overview == | + | ==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. | ||
Latest revision as of 10:55, 3 March 2011
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:
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.
