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5.1.1.  Quote Lookup by Customer

To view Quotes by Customer, select the "Quote Lookup by Customer" option from the "Reports" menu. The following screen will appear:

Quote Lookup by Customer

When displaying Quotes by Customer, you are presented with the following options:

Customer #

Enter the Customer Number of the Customer whose Quotes you want to view. The lookup feature located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."

All P/O #s

Select to display all Purchase Order Numbers for the specified Customer.

Selected

Specify the Customer Purchase Order Number you want to display.

Show Converted

Select to include Sales Orders which were originally converted from Quotes. Converted Quotes will show as closed in the display. For this feature to work, your Sales module must be configured to show Quotes after they have been converted to Sales Orders.

Starting Order Date

Quotes entered on and after this date will be displayed.

Ending Order Date

Quotes entered on and before this date will be displayed.

Quotes

Display lists Quotes for the specified Customer.