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Sale Info Tab

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Below is an interactive screen shot of the QuoteWerks Quote Workbook. Click anywhere in the picture to learn about that area.  

QuoteValet TabLinks TabDocument NumberCustomer PO #TermsFOBShip ViaDue DateDocument DateLocked StatusAlternate CurrencyDoc StatusSales RepCustom TabNotes TabSales TaxToolbar ButtonsDocument Items TabSold To Ship To Tab

Sale Info Tab

The Sale Info tab stores additional information important to the overall quote. Here, you can specify a document status, shipping terms, payment terms, customer PO number, invoice date due, tax rate, alternate currency, sales rep, prepared-by user, and more.

For more information on the Sale Info tab, click here.

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