Find an existing Quote Record, or Add a new Quote record.
Depress the button, and enter password.
The following screen will appear:
![](/admin/virtual/imgs/SalesMGT_Screens/Quote_Related_Doc_Blank.png)
Depress the Add record icon, enter in a Document Number, REV, Doc Description, Doc Date, Doc Note;
![](/admin/virtual/imgs/SalesMGT_Screens/Quote_Related_Doc_Add.png)
To load a document double click in the PDF File field and the following screen will appear:
![](/admin/virtual/imgs/SalesMGT_Screens/Quote_Related_Doc_PDF.png)
Depress the Load Document button and the following screen will appear: The PDF screen will allow you to load almost any type of document; (Word, Excel, pdf, Images, etc .... )
![](/admin/virtual/imgs/Shared_Files/browse_window.PNG)
Locate the document and double click on it and the document will populate screen.
![](/admin/virtual/imgs/SalesMGT_Screens/Quote_Related_Doc_File.png)
Depress the Save record icon to save or depress the Abandon changes icon to abandon changes. The following screen will appear:
![](/admin/virtual/imgs/AP_Screens/PO_Recon_Related_Doc_Comp.png)
Depress the Save record icon to save or depress the Abandon changes icon to abandon changes.
Once documents are saved the "Quote Related Documentation" button will display in Red.
![](/admin/virtual/imgs/SalesMGT_Screens/Quote_Related_Document.png)
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