Quote Preferences

Quote Preferences are found in Customer Prefs and include:

• Next Quote # - set the next number to be assigned to new Quotess

• Quote Expires In - set the number of days used to set an Expiration Date

• Quote Uses Cost - set the Cost used for Quotes to Vendor Cost, Landed Cost, or Average Cost

• Default Entry Tab - set the Quote or Expanded Quote tab as the default to be displayed when a Quote is opened

• Print In Notes Field - automatically include Customer Code, Customer Listing, Total Quantity, or Boilerplate text, including Replacement Tags to Insert any Field from the Customer Card, in the Notes box when printing built-in Quote forms.

• Print Continuation Message for Multi-Page Quotes - display a message such as "Continued on the following page" instead of showing totals at the bottom of each page when printing built-in Quote forms.


To change Quote Preferences:

1. Go to Customer Prefs
2. Click the button for Quote Preferences
3. Make changes
4. Click OK to Save Quote Preferences
5. Click OK to Save Customer Preferences


Sales Order Prefs
As Quoted for Customer-Specific Pricing
Enterable Cost on Quotes
Quote Uses Cost, Average Cost, or Landed Cost

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