Once you have saved your quote/quotation or order it will be stored with a unique reference number. You can open it to continue editing, print or proceed to accept the quote to a sales order.
To open a quote/order:
- Open the Customer List screen from the top toolbar:
- Scroll to your customer name.
If you know the reference number, you can enter it by changing Find to Order Ref at the top left:
Then enter the reference and click the search magnifying glass.
- On the bottom tabs of the screen click Quotes or Sales Orders tabs to see them listed:
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Double-click the Quote Ref number to open your quote.
- Your quote/order opens with all the products in the centre of the screen.
You can now continue to work with your quote/order.
Further reading
How to mix ranges/catalogues in quote quote/order
Quote/Order Toolbar in Edit Mode