Import Quote Lines

Use the Import Quote window to display select quotes on file for the same customer/ship-to/item you are entering on a sales order or counter sale order. You can import quotes that are entered as ‘temporary’ and quotes that are ‘catalog items'.

Processing Notes

Select the quote line you want to import and press the Import button. When you import a quote line, the required line fields are displayed with default information from the quote. You can modify information as needed then press OK to complete the import of the quote line. Press Skip to not select any quote lines to import.

The Import Quote window only displays if the Display Quotes checkbox on the Use Features tab of SO Control F/M (SOF980) is selected.

See Also

Importing quote lines to sales order or counter sale orders