Printing a Range of Quotes

You can print a range of quotes at any time after they are posted and before they are cleared from Order Entry.

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

Note: Quotes list items and quantities that have not yet been invoiced.

  • Decide which report format to use for the quotes 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 range of quotes:

  1. Open Order Entry > O/E Forms > Quotes.
  2. In the Use Quote field, select the report format to use for printing the quotes.
  3. Use the From Order Number and To Order Number fields to specify a range of quotes, or accept the default entries to print all quotes.

  4. Specify the delivery method to use for sending quotes to customers. 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 remaining options, changing selections as required.
  6. If you want to print a test copy of the quote to verify that information is aligned correctly on a preprinted form, click Align.
  7. Click Print.