Creating New Quotes


As noted, there are multiple places Quotes can be accessed in the software.  For instructional purposes, we will add one from the Clientele menu.

  1. Click Clientele > Quotes > Add Quote.  The Customer Quote window will appear.
  2. Each quote requires a customer, expiration date, and one or more items.

     
  3. After entering required data, click Print if you want to print or email it, otherwise click Save.

        a.    If you print, it will display a preview.  From here you can select whether to print or email.
               

 

Updated on Tue, 18 Oct 2022 by Angela Chiaravalle

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