Quote List
After you have created quotes it is important to follow up on them so that you can close the sale. The Quote List report is the perfect way to do this. It allows you to see all quotes created or modified within a certain period. The quotes will be subdivided on the report by status so you can easily see which have been accepted, rejected or are still pending.
Preview the report and you can click on a customer's name to see all their contact information on the Customer Entry screen. If you need to get more information on the quote, click the quote number to recall it instead. On the quote screen itself you can change the status of the quote from Pending to Accepted or Rejected. Be sure to save the quote after doing this to commit your changes.
You can also easily get to the quote from the Qualification screen (F3). This can be very handy if the customer calls you and wants to accept the quote. When this happens, recall the customer on the Qualification screen and double click the quote in the Invoices & Quotes panel. This will recall the quote so you can change the status to Accepted.
Another way to handle this is go to the Quote screen and click the drop down in the Quote field. This will bring up the quote search screen which can then be filtered by customer. Of course if the customer knows the quote number you can bypass searching and simply enter it into the Quote field directly, then press Tab to recall the quote.
Next Step - Once the quote has been accepted you can use it to create dispatches, purchase orders and/or invoices.
How can I run the Quote List report?
Related Topics