Clone Sale Approval Quote
Counter Menu -> Quotations Menu
-> Sale Approval Quotes ->
CLONE button -> Clone Sale Approval Quote
This clone quote process provides the ability to copy a Sale Approval Quotes to a new document without
modifying the source quote.
This allows "Standard" generic quotes to be setup that can be
cloned repeatedly to generate actual Sale Quotes always leaving the
original source estimate intact.
The prompts to clone an estimate are:
-
- QUOTE NUMBER
- Enter the "Standard" or source Sale Quote number from which to
clone, or select one from the Sale Approval
Quote Search window.
CUSTOMER#
- Accept the default customer number from the source Quote or
enter the new customer number or select one from the Accounting Customer Search window.
Note: If the customer is changed, any discounts will also be
change to reflect the customer's discounts.
SITE#
- Leave this field blank if a Site does not apply or enter the
site or select one from the Site Search
window.
LIST PRICE FROM
- Select how the price of the sales items is to be determined on
the new quote:
- Click Quote to keep the prices of the products as
entered on the source Sale Quote.
- Click Product to ignore the prices entered on the source
Sale Quote, and apply the current pricing as defined in Sales Inventory.
Finished?
- Click ACCEPT to initiate the copy, or CANCEL to abort.
Clone Quote Results:
The new Sale Quote is created as explained in Sale Approval Quotes and can be modified as
required.
Topic Keyword: RSVD20