Grab Quotation

This facility can be accessed from the Sales Order, Quotations and Invoicing areas. From the menu select Tools|Grab Quotation.

Transaction No

Enter the transaction number of the quotation you wish to copy or press F12 to locate the transaction you wish to load.

Update Status

You may change the status of the quotation being transferred by selecting a new status here. For example, if you wish to transfer a quotation which has been accepted by your customer, into a sales order or invoice, you may select '2 - Accepted' here.

Recost Items From Stock

Tick if you want CAPITAL to recost the stock items on the quotation or sales order based on the current cost price in the Stock Control system.

For transferromg quotations from within the invoicing system consult the topic: Grab Invoice or Quotation.

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