In the Invoice/Quote module, in the Store Transaction window, you can select the following types of stored transactions:
- Suspended sale
- Quote
- Kit
- Special order
- On hold
Details by date, employee number, and account number will appear.
For quotes, special orders, and on-hold transactions, you can enter information in the Name box and Memo box.
To learn more, click the title of a Knowledge Base article.
| KBA Title | Area |
| How to suspend a transaction | Invoice/Quote |
| How to recall or delete a stored transaction | Invoice/Quote |
| How to create a Stored Transactions report | Reports |
*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 6/21/18
