Quote Process Form

When you choose Process (F12) on the Quote Entry form, the Process Quote Document box gives you a way to complete the transaction. The tabs at the top of the form contain additional folders for adding Account, Adjustments, Branch, Transmit and Print options you can add to the transaction. You can click these tabs or you can use keyboard shortcuts by pressing the Alt key and the underlined letters in the text labels. The Quote (Alt + Q) tab displays initially by default.

After you complete the entries and settings for this form, choose Finish (F12) or (Alt + F) to save the quote. To cancel the quote process and return to the Quote Entry form, choose Back (F9) or (Alt + B).

For more information about each tab and it's settings, click the tab-specific links below:

Quote (Tab)

Account (Tab)

Adjustments (Tab)

Branch (Tab)

Transmit (Tab)

Print (Tab)