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

Click the quote line you want to import and click Import. 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 click OK to complete the import of the quote line. Click Skip to not select any quote lines to import.

The Import Quote window only displays if the Display Quotes check box 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