Exact Synergy Enterprise

InterConnect for Macola: Copying Quotes

The Quote screen allows you to copy a quote using the Copy button at the top of the page.

How to Copy a Quote

1. Navigate to the main InterConnect page (Menu: InterConnect).
2. Click Reports.
3. Under the Macola ES heading, click Orders/Sales Reports.

   

4. On the Orders/Sales tab, under the Current Activity heading, click Open Order or Open Quotes.

   

5. Enter the Account (customer number) to copy the quote to.

   

6. Click the Copy button. The Quote [QUOTE NUMBER] page opens showing the new quote.
7. To set the source quote's Award Probability to zero, select the Kill Previous check box.

InterConnect for Macola Introduction and Document Index