View quotations
Open: Sales Order Processing > Enquiries > View Quotation.
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Select Show All Quotations to see all quotations, or filter the list to find a quotation. You can filter the list by:
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Customer account - use Code, Short name or Postcode to choose an account.
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Quotation date - enter or choose the date.
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Quotation number.
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Customer Order Number.
Tip: If the quotation was converted to a pro forma, you can see the Pro forma No.
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Select the quotation and click View Quotation.
- You can view items on the quotation, the delivery and quotation addresses, and analysis codes.
- If the quotation has been converted to a pro forma, click View Pro Forma to see the pro forma.
- If the quotation has been completed and converted to a sales order, click View Order to see the order.
- Provided you have appropriate permissions, click Quotation Profit to view the profit level for the quotation as well as the profit level for individual items. Values are displayed in the quotation's currency. Negative values are displayed in red.
- If the item is standard or free text, you can also view the analysis code information by clicking Analysis Codes.