O/E Quotes Screen

Open Order Entry > O/E Forms > Quotes.

Click Close to close the screen.

Click Print to print quotes and set document status to "Printed."

Click Align to review quotes before printing, or to print a test copy to verify that the information is aligned correctly on a preprinted form.

Note: Clicking Align does not set document status to "Printed." To set document status to "Printed," you must click Print.

Specify how to send documents to your customers:

  • Select Print Destination to print to your usual print destination.
  • Select Customer to use the delivery method specified in each customer record in Accounts Receivable.

    If you select Customer as the delivery method, select the ID for the e-mail message you send with e-mailed documents for customers that use an e-mail delivery method.

Select an order or specify a range of order numbers for which to print quotes.

Select this option if you want to print new copies of quotes that were printed previously.

Select this option if you want printed quotes to show all components in assemblies that are manufactured from bills of material.

Select this option if you want printed quotes to show all components in kit assemblies.

Select this option to use a custom form that does not use the report selection criteria set by this print form.

Important! Do not select this option unless you are using a customized quote form that requires it.

Select a report format to use to print the quotes. The following formats are included with Order Entry:

  • OEQUOT01.RPT. A quote for laser printers (plain paper version).
  • OEQUOT02.RPT. A quote for preprinted forms.

Overview

Use the O/E Quotes screen to print one or more sales quotes.

Tip: To create a quote for a customer, you use the Order Entry screen, selecting Quote as the order type and entering details as you would for an order. You can print the quote for the customer immediately after posting it.

Formats for Printing Quotes

Order Entry includes two formats for printing quotes that you may be able to use "as is" or customize:

  • OEQUOT01.RPT A quote for laser printers (plain paper version).
  • OEQUOT02.RPT A quote for preprinted forms.

These formats list all the items and miscellaneous charges on a quote, plus any comments that were entered for the quote and for specific items and charges included in the quote.

Note: You can use Crystal Reports or Crystal Info to include other information in quotes, change the report layout to suit your needs, or create your own forms.

When pricing by weight, and when the order unit of measure is not the pricing unit of measure, the printed unit price for a quote may not match the unit price on the transaction entry screens.

The information that appears in the Unit Price column on an invoice is calculated by dividing the extended price by the quantity shipped or returned, whether pricing by quantity or by weight.

Quote Printing Options

You can print a single quote immediately after posting the quote, or you can use the Quotes screen to print one or more quotes.

If you want to review information before printing, or to print a test copy and verify that information is aligned correctly on a preprinted form, click Align.

Clicking Align does not set document status to "Printed." To set document status to "Printed," you must click Print.