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5.1.2.  Quote Lookup by Item

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

Quote Lookup by Item

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

Item Number

Enter the Item Number of the Item whose Quotes you want to view. The lookup feature located to the right of the field leads to a searchable list of make and buy items.

UOM

Inventory Unit of Measure.

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.

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.

Quotes

Display lists Quotes for the specified Item.