Project Name
Lists and filters the sales quotes.
On Customers menu, click Transaction Lists and then select Quotes
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If you want to |
Do this |
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View quote detail |
Select a quote from the list and either double click that bill or click Go to Quote |
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Create a new quote |
Click on New Quote button |
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Filter quotes by a specific customer |
Select a customer from Customer list located in the list |
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Filter by Dates |
Select the specified date from Dates list |
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Custom Date: enter date yourself |
Select Custom Dates from Dates list. Scroll the list down and select Custom Dates. |