Open topic with navigation

Maintain Sales Orders and Quotes

1. Navigate to the Sales Orders and Quotes screen.

   1. Log In to the Data Center Application to display the Data Center ribbon menu.

      

   2. Select Purchasing > Sales Orders and Quotes from the main menu to display the Sales Orders and Quotes screen.

      Note: A user must be granted the Purchasing permission to view/use this feature.

   

2. Select onscreen options to determine which quotes/sales orders are displayed on the screen:
   • Filter by Date:
     Enter starting and ending dates in the Date Range fields and click the Submit button to display only quotes/sales orders from a specific time frame.
   • Sort and Filter Reporting Screen Data.

3. Complete the following procedures as needed to manage special orders:

   • Create or Edit a Quote
   • Create or Edit a Sales Order
   • Delete a Quote or Sales Order
   • Return an Item with a Sales Order