The Print quotes option is used for printing sales quotes. Used only for pro forma orders, the Print quotes option allows you to print sales quotes without affecting product inventory or account status. You can generate sales quotes and then e-mail, fax, or mail the quotes to customers requesting them.
Sales quotes sort by order number and line item number, and any user defined fields populated for an order line item on the Product Detail window will print below each line item on a sales quote.
To print sales quotes
1. Enter a pro forma order (see Entering orders).
2. From Orders, select Process orders > Print quotes to open the Print quotes window.
3. Select the order(s) for which you want to generate sales quotes. To edit an order, double-click it to open it on the Order Entry window.
4. Click Convert. A message displays prompting you to confirm moving the pro forma order(s) to the next stage.
5. Click Yes to convert the order(s) and print the sales quote(s).