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

 

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