You can turn an a Quote/Estimate into an Open Quote. Open Quotes are only allowed for customers if the Open Quote field is set to "Y" in the Customer Maintenance window.
To create an Open Quote from a Quote/Estimate
On the POS Header Screen, display the quote/estimate. For more information about creating a quote/estimate, click here.
In the Open Quote? box, type Y over the N. If you cannot, click here.
Press change. The estimate is now an open quote.
From now until the expiration date, the system uses the prices from the open quote whenever this customer buys or orders any of the items on it.
You can change this open quote back into an estimate by typing N over the Y in the Open Quote? box, and pressing change.
This feature is not available to Classic POS users.
See Also