Content >

Managing Quote in B2B

Managing Quote in B2B

The quotes which are added in B2B or synchronized from Acumatica will be displayed in the Quotes. The [Quotes] includes the Quote Number, Company Name, Created By, Date Created,

Last updated, Status and Action.

Quotes browse
Quotes browse

On the menu bar you will have [Refresh], [Add], [Search] and [Filters] buttons.