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Using Copy Record to Copy or Revise a Quote

This procedure uses the Copy Record command to copy or revise a quote.

To use Copy Record to copy or revise a quote

1. Navigate to the Quotes screen, then the List view.
2. Select a quote record that you want to copy or revise.
3. Click Menu, and select Copy Record.

   The following action occurs:

   • A new quote number is created for the quote.
   • All appropriate data is copied to the new record except for the Name, Created, and Quote Number fields.
   • The quote Number is assigned automatically, the Name is left blank, and the Created date changes to today's date.
   • The Revision field has a value of 1; the Price List reflects the selection made on the Quote tab of the Options dialog box and copies all line items.

Related Topics

Setting the Price List for Quotes

Creating Quotes

Copying or Revising a Quote

Allocating Vehicles to a Quote