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Quantum VS Help: File Maintenance |
The Quotations tab displays Quotations which include the selected Product.
To view Quotations for a Product:
1. Find and open the Product record for the required Product. See Finding Products.
2. Select the Quotations tab:
Use the Branch menu to select whether to show Quotations for all Branches or for a specific Branch.
Quotations featuring the selected Product (for all or selected Branches) are listed. Click the Document hyperlink to view the selected Quote in a separate tab.
For each Quotation the customer account number and name are shown, along with the Order Type and Value, Document creation and Lapse dates, Order Reference and Sales Rep.
If there is more than one page of Quotations displayed: use the arrow keys to scroll forwards and backwards through the available pages.
To filter the Quotations on display: click Advanced and uncheck (or re-check) the Account Type and Status 'check box' fields as appropriate.