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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
The "Quotes" screen lists all your Quotes—both open and expired. In addition to providing the list of Quotes, this screen can also be used to build Quote reports. Use the search filter options to sort the information into categories you want to look at.
Here are some tips for using this screen:
Quotes can be created for Customers and Prospects. But you cannot convert a Prospect Quote to a Sales Order without first converting the Prospect to a Customer.
Use the right-click menu to convert a Quote to a Sales Order. By default, the Quote Number will be assumed by the Sales Order when a Quote is converted to a Sales Order.
Also use the right-click menu to convert the Quote to an Invoice.
All Quote Line Items must have valid Item Sites for a Quote to be converted successfully. Also, you may not convert Quotes written for Prospects.
To copy a Quote, use the "Copy" option in the right-click menu. The "Copy to Cust./Prospect" option allows you to copy the Quote to a new Customer or Prospect, as shown in the following screenshot:
Quotes may not be converted to Sales Orders for Customers whose credit status is either "On Credit Warning" or "On Credit Hold." Only users with special privileges may override these credit settings.
The following screenshot shows the "Quotes" screen:
The default filter on the "Quotes" screen shows all open Quotes. You can build your own search criteria using the following options:
Select a filter from the list of available filters, then select the QUERY button to generate search results. Only saved filters will appear in this list.
Select this button to show the parameters underlying the saved filter. To hide the parameters, click the MORE button a second time.
When building a custom query, you have the following options:
Select to add a new parameter to the query.
Select to remove a parameter from the query. This option is disabled for default parameters.
Select to save your filter for future use. Saved filters will appear in the list of available filters.
Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.