A new addition to the Quote system is the ability to export Quote details from ACR. Found by navigating to Sales > Quotes > Tasks > Quote Detail Export the User can then enter a filename and qualify which quote detail to export based on:
- Status (Any, Open, Completed, Cancelled, Expired)
- Source (Any, Invoice, Mail Order, POS)
- Deliver To Customer
- Charge To Customer
- Salesperson
- Reference
- Transaction Date (not applicable when searching by Open Quotes only).
Once the User clicks ‘Export’ the file is created and saved in your Docs directory.