Quote Toolbar ControlQuote Toolbar ControlEach form has a toolbar that provides access to additional forms, reports, or functions. Click on the appropriate toolbar button to select the feature you want. Some toolbar buttons drop down to provide additional choices.
This button will close the Repair Quote Form and return you to the Main Menu.
This button will filter the records for the time period you choose. You have the capability to select any number of days as the time frame for current records. If you decide you want only 60 days of records to be available for viewing or editing, you select <Select Quote Timeframe> from the menu bar.
A dialog box will open allowing you to type in the number of days you want quotes to be current for. The number you select will be the default until you change it. Once you change a 'Time Frame', click on the <Current> button to filter the records for that time frame. Note: regardless of the timeframe for current quotes, no quote will be deleted until you specifically delete it. You can always change the timeframe to a larger number of days to see any quotes generated during that timeframe.
Click on the arrow next to <Print> to enable selection of previewing or printing the current quote. If you select <Print Quote>, it will go directly to the printer without opening.
Click this button to add a new Quote.
Click this button to save the current Quote.
Click this button to convert the current quote to an Invoice. When you click this button, the 'Quote' form will close and the 'Invoice' form will open allowing you to finish the invoice. All the data you entered in the Quote will be automatically entered in the 'Invoice'.