Set Up Quotation Reasons

Set Up Quotation Reasons

Overview  

This video will show you how to set up reasons that you can use to record why quotations are unsuccessful. A step by step guide can be found below the video.


Steps 

  1. In System Setup, open System Data.
  2. Double click on the Quotation Reasons line to open the table.
  3. Enter Edit Mode.
  4. Use the New button to add a new quotation reason.
  5. Enter a description for the quotation reason.
  6. Save the screen.