Accepting a Parts Quote

1. Navigate to Product Support > Parts > Parts Quoting.

   The Parts Quoting screen appears.

   
   

2. Search for a quote by filling out the appropriate fields and clicking the Go >> link.

   The Parts Quoting screen refreshes listing the generated search results.

   
   

3. Move the cursor over the desired Reference Number and select Edit from the drop down list.
   Only Pending quotes can be edited.

   Opening a Pending quote for edit

   
   

   The Customer - Quote Header tab appears.

   
   

4. Click the If you would like to accept this quote, click here link.

   The Accept Segments screen appears.

   
   

   A message may appear indicating that some of the parts on this quote are not currently in stock and may need to be back ordered.

5. Enter a cash code in the Select Cash Code field if you wish to use another cash code besides the default cash code.

6. Select the Print Picpak checkbox to print a picpak.

7. Select the checkbox for each Segment that you wish to accept.

8. Click Save.
   

   The Customer - Quote Header tab appears, indicating that the parts quote was converted into an invoice.

   
   

   The number for the new Parts Invoice is displayed in the top left corner of the screen.

Security: 822 Product Support - Parts Quoting

Revision: 2025.07