Overview
Use the "Import Lines" feature to combine lines from multiple quotes or sales into a new quote.
Combining Quotes Video
If you cannot view the video above, click HERE.
Combining Quotes Process
- From the new quote screen, click "Import Lines."
- Enter the existing Sale or Quote number that you wish to copy.
- Use the green "Add" column to select the lines you wish to copy and enter the desired quantity.
- Click "Add Lines" to import the lines into the new quote.
- If you are done, click "Close" and the new quote will populate.
- If you wish to import additional lines from another Sale/Quote, click the "more options" button and repeat Steps 3 - 5.
Training-v23-20231107DN-KB