Quotations Tab: Viewing Customer Quotations

The Quotations tab displays Quotations for the selected customer.

To view Quotations for a customer:

1.      Find and open the Customer record for the required customer. See Finding Customers.

2.      Select the Quotations tab:

Quotations which apply to the customer are listed, showing the quote number, type and value, the account details, date taken and the lapse date, and other information.

To view/amend a Quotation: click the appropriate hyperlink in the Document column. The Quotation will open in a new tab. See Working With Quotes.

Finding And Filtering Customer Quotations

Various 'Finder' features enable you to filter the displayed Quotations, or find a specific Quotation for the displayed customer:

• 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 displayed: click Advanced to display the filter fields, de-select certain Status / Order Origin fields, then click the Search (magnifying glass) icon .

Note: To show all records again, re-select all filter fields, then click the Search (magnifying glass) icon .

NEXT: Discount Matrix Tab: Viewing A Customer's Discount Matrix Records