You use the Sales - Quote report to print sales quotes.
You can specify what is included in the report by setting filters. If you do not set any filters, the report will include all your records.
On the Sales Quote tab, you can fill in the standard field filters, or you can select additional filters. To do this, press F3, click the AssistButton and then select the relevant filter(s). You can also determine what is shown in the report by filling in the fields on the Options tab.
To print the report, click Print. To see the report on the screen before printing it, click Preview. When you print the document, you can print extra copies by filling in the No. of Copies field. The copies will be marked "Copy."
To set filters in the report, fill in the fields as follows:
No.: In the Filter field, you can enter the numbers of the sales quotes that you want to include in the report.
Sell-to Customer No.: In the Filter field, you can enter the numbers of the sell-to customers that you want to include in the report.
No. Printed: In the Filter field, you can enter a number to set a filter so that, for example, only order confirmations that have been printed once before or those that have never been printed are included in the report.
Click the up-arrow in the lower left-hand corner of the window to see the result of the filters you have defined for the table.
No. of Copies: In this field, you can enter the number of copies of the sales quote (in addition to the original) that you want to print.
Show Internal Information: In this field, you can enter a check mark if you want the printed report to show information that is only for internal use.
Archive Document: In this field, you can enter a check mark if you want the program to archive this document.
Log Interaction: In this field, you can enter a check mark if you want the program to log this interaction.