Sales Quote List

Lists and filters the sales quotes.

  1. On Customers menu, click Transaction Lists and then select Quotes

 

 

If you want to

Do this

View quote detail

Select a quote from the list and either double click that bill or click Go to Quote

Create a new quote

Click on New Quote button

Filter quotes by a specific customer

Select a customer from Customer list located in the list

Filter by Dates

Select the specified date from Dates list

Custom Date: enter date yourself

Select Custom Dates from Dates list.  Scroll the list down and select Custom Dates.