Cyndee Pappas
Senior Member
  

EVO~ERP 2006.1 02/28/06 update
Posts: 258
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For anyone not using Contact Manager, here's our workaround-- I created an AR customer with customer code QUOTE. The rest of the record is blank except for default terms and default taxable status. When entering a quote, we can use this code and then enter the customer's info into the quote. If we get the sale, we create the AR record. Then go into the quote and enter the real customer code before converting to a sales order.
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