Estimating and Quote Reports
The following link will take you to a drive with reports built for our Quoting and Estimating users.
NOTE* if you do not have production, do not download production report.
Related Articles
Production Reports
The below is link to a drive with a list of reports for our Production Users. NOTE* do not download production reports if you are only an Estimating and Quote user. https://drive.google.com/open?id=1aZMAgJXd_Lz38Mu-5wFdM49P4svLUjsR
Quote Detail
Setup > Quote Details The following options are available in quote Details. Default Term - Quote Terms Default Ship Via - Quote Ship Via Number of Cost Digits - Number of digits for cost values. Shipping Cost Type - Default shipping distribution. ...
Quote Item Location
Setup > Preference & Costs > Quote Details > Quote Item Location A quote has a manufacturing location that can determine the price book that will be used for that quote, but each line item can also have its own location based on what material is ...
How do I create a quote form a DXF File.
To Create a quote for a DXF File select the DXF Button on the New Quote Page.
SecturaFAB Quote to Invoice
SecturaFAB workflow: Form Quote to Order to Work Order to Invoice