Process Quote Document > Branch Tab

When you process a Quote transaction, the Branch tab (Alt + B) gives you a way to specify where the materials are coming from and which branch should be credited with the sale, when it is completed. Typically, the application assumes that the branch or warehouse creating the quote will be providing the materials and will get credit for the sale when the quote is fulfilled. This tab gives you a way to change that, if the assumption is not valid. When your business has only one branch, these lists are disabled.

To choose a different inventory source or to credit a different branch for the eventual sale, select the appropriate branch from the lists provided.

To specify the warehouse for fulfilling the quote, select the Warehouse check box.