Order Entry
Menu 1.17 - Fax Quotes
Emailing/Faxing Quotes
This new features allows Linux users to fax and email quotes. (Note: Stores without a Linux server can still fax quotes using Menu 1.17 but they will not appear in the HTML format that Linux provides).
To use Quotes the following parameters must be setup.
- Menu 35.12, screen 2, field 11 set to ‘Y’
- Field 12 has been added, Use Purchasing Fax# for Quotes, if this field is set to ‘Y’ then the fax number used to fax quotes is what is listed in Menu 12.2.2.2 field 29. If this field is set to ‘N’ or blank then the number listed in Menu 12.2.2.2 field 11 is used to fax the quotes.
The same concept is true for Field 2, Use Purchasing Fax# For Invoices. If this field is set to ‘Y’ then the number listed in Menu 12.2.2.2 field 29 will be used to fax invoices. However, if the field is set to ‘N’ or blank then the AR fax number will be used from Menu 12.2.2.2 field 11.
NOTE: Make sure port parameters are defined for the ports that are trying to fax/email quotes (m-35.13). If these ports do not print laser forms, you can set field 3, Order Entry Printer to “A” for All-Multi.
Fax Quotes Menu 1.17
Stores with a Linux server will now fax an HTML cover sheet and quote through the Linux server. System prompts are 1) Quote Number, 2) Is this the correct customer, 3) Days to Honor Quote, 4) Print Prices, 5) Enter Fax Number, and 6) Attention.
Users also have an option to enter a separate message that will print on the cover page of the quote.
Fax Notification – Real-time notification that faxes have been sent.
After sending a fax from Menu 1.17 an email confirmation will be sent to you to confirm that the fax was delivered. The fax confirmation will be sent to the email address setup in Menu 12.1.4 field 31 for the operator logged-in to that port.
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