Customer As Quoted


As Quoted lets you automatically use pricing from quotes on new Orders or Invoices.

Settings in the Customer Prefs determine if the Quote Expiry Date or Quantity is used.
Settings for when to use quoted price are Never, Always, and Ask Each Time.

Click the As Quoted checkbox on Customer card, History tab to skip Ask Each Time. You may also Search, Add a column for, and Update the As Quoted in Customers list.








Related:

  Chapter 323 Customer Quotes

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