Parts or Work Order Comments

The Comments tab allows you to add comments and information to a Parts quote or Work Order quote. To add predefined comments to the quote from the Promotional Codes screen, click the Search icon. You can enter both comments from a Promotional Code and your own text.

If the selected quote is Accepted, any comments saved on this screen are copied to the corresponding invoice.

The comments can be printed on the quote and on a Picpak by selecting the Print Comment checkbox on the Print Parameters screen.

The fields on the Description tab are:

Field Description
Reference Number The parts quoting number.
Customer Name The name of the customer for whom you are creating the quote.
Status The current status of the quote.
Location The branch location where the quote has been created.

Use these buttons to complete your work on the Comments tab:

Button Function
Close Closes the parts quote.
Save & Close Saves the quote and returns to the Customer - Quote Header tab.
Save Saves changes made to the quote.