Quotes

Concept#

The Quotes page works with sales quote records in the Supply Chain Management module. It supports item, inventory, purchasing, sales, or activity workflows depending on the selected SCM area.

Fields#

HowTo#

1. Open SCM and choose Quotes from the Sales area.
2. Use filters or search to find the item, customer, vendor, transaction, or report record.
3. Open the record to review quantities, values, dates, status, and linked documents.
4. For editable workflows, choose New or Update, complete the required fields, and save.
5. Confirm that stock, balances, prices, or transaction status now reflect the change.