Quotes

Locate ‘Quotes’ in the sidebar.

Past quotes can be viewed and filtered through the top bar (outlined in red).

To create a new quote, press on ‘New Quote.’

Fill in the Quote details.

Add as many rows as needed for the quote items (Circled in blue).

Once done, press ‘Send to customer.’

Quotes will appear in the section below as outlined in blue.

To view the details of the quote, press on the eye icon.

To print the quote or convert it into pdf form, press the button in the middle.

To process the quote as an order, press ‘Convert to Order’.

To print the quote, press the printer icon on the right side.

To cancel the quote, press the red icon.

Press on the green arrow to conver the quote into an order.