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Pulling Customer Quotes to the Counter Slip

Autosoft -

You can pull parts from a customer quote to the counter slip. You create customer quotes using the Quotes button on the Parts Queries screen. The system keeps customer quotes for 30 days before purging them. You must pull the quote before you select the customer and add additional parts to the counter slip. 

Step 1. From the Parts Inventory menu, select Counter Sales. The Counter Parts Sales screen opens.


Step 2. Click Lists. The Pull Order Que Orders screen opens.


Step 3. Click the Quotes button at the bottom of the screen. The Active Customer Quotes screen opens.


Step 4. Click the quote you want to pull. The screen displays the detail for the quote. (Click Back to return to the list of quotes again as needed.)    


Step 5. Click Pull To Invoice to pull the quote to the counter slip.

Step 6. Click OK when prompted to verify you want to pull the order. The part(s) are added to the counter slip.

Step 7. Enter any additional customer information and parts as needed.

Step 8. Generate the order.


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