Enter Open Quotes

If your company uses quotes to generate invoices or sales orders for customer billing purposes, follow the steps below to enter quotes that have not been billed:

  1. Get an Quote Detail list report from your previous accounting system, which you wish to transfer. It should include all quotes that are still open and do not have an associated customer invoice or sales order.

  2. Access the Quotes transaction from the Sales\Quotes menu and start a New Quote.

  3. Enter all quotes from the Quote Detail list report.

  4. Print a Quote Detail report and compare it to the report from your previous accounting system.