You can enter and save customer quotes for later use. For example, if you have many customers who request the same goods and/or services from you, you can create a memorized quote that will save you time in repetitive data-entry tasks.
Entering
and using memorized quotes
To enter a memorized quote,
- Select Maintain, Memorized Transactions, Quotes.
- Enter a transaction ID and description that describes the transaction.
- Enter the quote information.
- When finished, select Save to record the memorized transaction for later use.
Note: Memorized transactions are not posted to journals or the general ledger.
Not all quote fields are maintained in memorized transactions. Once the memorized quote is selected for use in the Quotes window, you must enter unique fields such as the quote number and date.
Memorizing
existing quotes
You don't have to create a memorized quote from scratch; you can memorize an already existing transaction as well.
Using
memorized quotes while working in the Quotes window
Once you set up memorized quotes, you can select and use them in the Quotes window. Just click the drop-down arrow to the right of the List button. Then, click Select.