Customer Accounts - Quotes
Customer Accounts - Quotes
Details of any quote made to the customer are displayed on the Quotes screen.
The customer account window showing the Quotes tab. The left sidebar shows navigation tabs with relevant sections. The main area displays a grid of quotation records with columns for Date, Quote No, Result, Total ex GST, Discount Amt, GST Amount, and Total inc GST. Multiple quotes are listed with monetary values. At the bottom are filter options including "Quote Templates", "Current Quotes", "Expired Quotes", and "Accepted Quotes" radio buttons, plus time-based filters for "The Past Month" and "The Past Quarter". A "View Quote Details" button is at the bottom right.
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View Quote Details: This option allows you to view the selected quote in more detail, e.g. Description, Quantity, Price, Discount, and allows you to export the transaction to Excel for further analysis, add a new note against the transaction, and preview print or e-mail the transaction.
The ABM Explorer window showing a sales quote transaction in detail. The toolbar includes buttons for Preview, Print, Email, Attachments, Send To, Comments, Find, and additional action buttons. Below shows "Sales Quote" with a date. The screen displays Customer Details (company name and address), Delivery Details, and Other sections. The main grid shows line items with columns for Code, Description, Units, Quantity, Price, Discount, Exc GST, GST, and Location. Multiple product lines are listed with pricing details and totals at the bottom. The status bar shows entry information with a date.
Transaction Details