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Quantum VS Help: File Maintenance |
The Sales Contracts tab displays Sales Contracts for the selected customer.
To view Sales Contracts for a customer:
1. Find and open the Customer record for the required customer. See Finding Customers.
2. Select the Sales Contracts tab:
Sales Contracts which apply to the customer are listed, showing the customer account details, along with the Sales Contract's date, order and lapse dates, reference and other main details.
To view/amend a Sales Contract: click the appropriate hyperlink in the Document column. The Sales Contract will open in a new tab. See Working With Sales Contracts.
Various 'Finder' features enable you to filter the displayed Sales Contracts, or find a specific Sales Contract for the displayed customer:
If there is more than one page of Sales Contracts displayed: use the arrow keys to scroll forwards and backwards through the available pages.
To filter the Sales Contracts displayed: click Advanced to display the filter fields, de-select certain Status / Order Origin fields, then click the Search (magnifying glass) icon 
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Note: To show all records again, re-select all filter fields, then click the Search (magnifying glass) icon .