Fields in this window

Sales Register window - Quotes view

Search By

Choose All Customers or Customer. If you choose Customer, a second field appears. Select the name of the customer whose sales you wish to view.

Dated From -- To

Enter a range of dates in this field to display sales for a specific time frame in this window.

Date

The date the sale was recorded in AccountEdge appears in this column.

Invoice #

The invoice number that was assigned to the quote appears in this column.

Cust PO#

The Customer PO# that you entered in the quote appears in this column.

Customer

The Customer name that you selected in the quote appears in this column.

Amount

The amount of the quote appears in this column.

Promised

The Promised Date you entered in the quote is the date you expect to ship the items on the invoice. It is for your information only.

Change to Order button

Click this button to convert the highlighted quote to an order.

Change to Invoice button

Click this button to convert the highlighted quote to an invoice.

Delete button

Click this button to delete the highlighted quote.

Print button

Click this button to print the contents of this window.

New Quote

Click this button to display the Sales window.

Close button

Click this button to close this window.

Fields in the Sales Register window - Quotes view