How To: Accepting a Quote (RQ)

Overview

You can easily turn a Quote Ticket into a normal sales transaction (TW, DD, SO) to allow the customer to purchase the quoted merchandise. This tutorial describes that process.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

Scenario: A customer wants to purchase all merchandise on a Quote Ticket that was created for them last week.

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  1. Select ‘RQ–Maint/Accept Quote’ from the Type of Sale drop-down menu.

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  1. Enter the Quote Number or use the Search button to find the customer’s quote.

  1. Click OK.

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  1. The Release Quote window appears. First, select the type of transaction you want to convert the quote to. The default setting is Delayed Delivery (DD).

  1. Click the Accept button.

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  1. The ticket appears. In this example, notice that ‘DD-To be Delivered’ appears in the Type of Sale field, meaning that the Quote Ticket has been converted to a Delayed Delivery ticket.
    • The transaction has the same Order Number as the original Quote Ticket.

  1. Verify that the transaction information is correct, and make any changes if necessary.
    • If you are converting the Quote Ticket into a Delayed Delivery (DD) transaction, you will need to enter a Delivery Date and click Accept.

  1. When you are finished, click the Done button. Complete the transaction using standard procedures.
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