Is there a recommended way to use Adagio to produce customer quotes using the customers, item codes and prices already set up in Adagio Receivables and Inventory? We are often required to quote our customers. Email is the preferred method. Once the customer approves the quote, we'd like to be able to convert the quote into an order. Can we do this in OE? I was thinking of creating another spec sheet called "Price Quote" to accomplish this but I think I'd have to put in quantities shipped for it to show the totals. I don't want to create an invoice at this stage. It would be good to have a place on the system where these quotes are stored so that no matter who takes the call, they can look up the quote on the system. Any ideas?
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Susan Tennier
TDL Canada
Trenton, Ontario