Printing a Quote Immediately After Posting

You can print a sales quote immediately after posting it, or you can use the O/E Quotes screen to print a range of quotes. For more information, see O/E Quotes Screen .

For more information on the O/E Quotes screen, see O/E Quotes Screen

  • Decide which report format to use for the quote you are printing. More...

    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.

    You can also use Crystal Reports to customize a format for your requirements. For more information, see Customizable Formats for Printed Order Entry Forms.

  • Check the print destination.
  • If you are planning to send these forms by email, make sure that:
    • An Email delivery method is selected in the Accounts Receivable customer record, and that the email addresses are up to date.
    • Email messages exist for these forms in Order Entry. If you need to create email messages, see Creating E-mail Messages .

    For more information about sending documents to customers by email, see Sending Order Entry Forms to Customers by E-mail.

To print a quote immediately after posting it:

  1. Use the O/E Order Entry form to enter a quote, and then click Post.

    The Confirmation screen appears.

  2. Click Yes.

    The O/E Quotes screen appears, displaying the number of the quote you posted.

  3. In the Use Quote field, select the format to use for printing the quote.

  4. Specify the delivery method to use for sending the quote to the customer. More...

    • Print Destination. Print the invoices to your usual print destination.
    • Customer. 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 message you want to send with emailed documents.

      To view or edit the message for the selected ID, or to add a new email message, click the Zoom Zoom button button for the Message ID field.

  5. Review the options on the screen, and change selections as required.
  6. If you want to review the quote before printing, or to print a test copy and verify that information is aligned correctly on a preprinted form, click Align.
  7. Click Print.