Adding Quotes to a Sale


To add a quote to a sale:

  1. Click Clientele > Quotes > Find Quotes.  Enter criteria to find your quote and click OK.
  2. Select the quote in the list and click Add to Sale.
  3. Alternatively, you can click Add to Sale from within the Quote screen itself making it accessible anywhere you can Edit a quote, e.g., customer record, POS, opportunity.

 

Updated on Tue, 18 Oct 2022 by Angela Chiaravalle

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