Exporting Lines to a New or Existing Quote

Inside a quote on the bottom left is the Export Lines to a New or Existing Quote button. 

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Clicking the button, populates the Select Lines to Export screen.  Tag the lines that should be exported.

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Next, select the quote the line should be exported to by clicking F8 in the top right corner.  Select either New "ES" Order Number or Existing Order (only quotes).  

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If New "ES" Order Number is selected, then or Click the Select button. the CG Inv** and the words New "ES" order will appear.

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If Exisitng Order is slected, then a select quote screen will appear.  After the exisiting quote is selected, then the quote's number and the words Exisiting Quote will appear.

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Click the Select button select.gif.  A message allowing the user to double check the information will appear.  If the information is correct, click the Yes button.

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The lines wil be exported to the requested quote.

 

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