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Where can I find sales quotes in Business Central?

You want to find an existing sales quote while using the POS365 UI.

Note: This FAQ uses the POS365 Manager role and English page names. If your screen looks different, follow Access the POS365 UI (user interface) Manager role in Business Central. Changing the language to English is optional, but makes it easier to follow this FAQ.

Answer:

  1. Select the Search icon in the top bar of Business Central.
  2. Enter Sales Quotes.
  3. Under Go to Pages and Tasks, select Sales Quotes.
  4. In the list, select the relevant quote’s No. to open it.

Choose Sales Quotes, rather than Sales Quote Archives, when you want the current quote list.