User Guide

Lesson IX—Company Administration
Memorized Transactions
175
Displaying a Memorized Quote
1 From the Maintain menu, select Memorized Transactions, and then select
Quotes. Peachtree displays the Maintain Memorized Quotes window.
The Maintain Memorized Quotes window looks similar to the Quotes
window selected from the Tasks menu. However, two new components
display that are used to identify the memorized transactions:
• Transaction ID: This is a code used to identify the memorized
transaction for later use. Enter up to 20 alphanumeric characters for
a new memorized transaction ID. It’s important to use consistent
and logical coding. You might want to code your most popular items
so that they will display first.
• Description: This is text used to describe the transaction that
appears in the Memorized Transaction lookup list.
Rather than enter a new memorized quote, let’s display an existing
memorized quote included in the sample data.
2 Type ? or click the magnifying glass to display the lookup list. Double-click
LAWN001 (Lawn Care Service - Fert/Seed). The memorized quote appears.
Since this quote can be used in multiple sales situations, the Customer
ID, Quantity, and Amount fields are blank. These fields will be entered
later when the actual quote is recorded.