Search for Price Quote Defaults

Use Price Quote Defaults in the Company Settings submodule in the Settings module to search for Price Quote (PQ) defaults.

To use Price Quote Defaults in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for a PQ default:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the PQ default for which you are looking.
  3. In the left pane of the Settings page, click Company Settings > Price Quote Defaults.
  4. On the grid toolbar, use the Search field to enter a keyword that is associated with the PQ default.