How to print a quote immediately after posting it on Sage 300 Order Entry

Steps:

  1. Use the O/E Order Entry form to enter a quote, and then click Post.  The Confirmation screen appears.
  2. Click Yes.  The O/E Quotes screen appears, displaying the number of the quote you posted.
  3. In the Use Quote field, select the format to use for printing the quote.
  4. Specify the delivery method to use for sending the quote to the customer.  You can select one of the following methods:
    • Select Print Destination to print the invoices to your usual print destination.
    • Select Customer to use the delivery method specified in each customer record in Accounts Receivable.
      • If you select Customer as the delivery method, select the ID for the message you want to send with e-mailed documents.
      • To view or edit the message for the selected ID, or to add a new e-mail message, click the Zoom button for the Message ID field.
  5. Review the options on the screen, and change selections as required.
  6. If you want to review the quote before printing, or to print a test copy and verify that information is aligned correctly on a preprinted form, click Align.
  7. Click Print.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.