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Quotation records an offer made to a customer that includes a list of products and services with prices, discounts, and payment and delivery terms.

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The Quotations list

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If you don't see a specific document, filter the list by company, or responsible person; rearrange the list by date or document number or use the Search field to locate the document by amount or contract number. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list. An icon with a green check mark (  ) in the first column indicates that the corresponding quotation is valid on the current date.

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If you need to print the selected document, send it by email, or perform other operations, refer to List toolbar.

See also

Page Tree
root@self

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