Item Mass Changes

The conversion option in the (+ES) Customer Item List Conversion screen lets you convert one type of item list to another type of item list. For example, you may have an existing quote and you want to create a contract with the same or many of the same items. This option lets you quickly convert the information from the existing quote into a contract with only a few keystrokes.

 

The system lets you include all the items from the original list, or you can view and confirm the items before you convert them. You can also create a quote, contract, or laundry list based on sales history. You can let the system search the sales history of a particular customer, the sales history in a particular sales journal, or the sales history in all sales journals.

 

You can perform the following conversions:

  1. To access the specials screens, double-click graphics\KEYOPMENUICON16.gif, then double-click graphics\SPECIALSICON16.gif icon. The (+) Special Programs screen opens.

  2. Select E, Modify Inventory Records. The (+E) Special Item screen displays.

  3. Select S to open the (+ES) screen. This screen lets you convert one type of item list to another type of item list.

Warning: Use extreme caution when using these functions. We recommend that you perform a backup before any mass changes or deletions are performed.

Click the following links for further instructions on item list conversion:

 

Converting a Quote to a Contract

Converting a Quote to a Laundry List

Converting a Contract to a Quote

Converting a Contract to a Laundry List

Converting a Laundry List to a Quote

Converting a Laundry List to a Contract

Building a Quote Based on Sales History

Building a Contract Based on Sales History

Building a Laundry List Based on Sales History

 

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Using the (+E) Screen

In the (+E) Screen