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14.31 How to Create a Quote for a Customer

Apr/1/2007


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Creating an Quote for a Customer can happen through the Work Center or it can happen directly through a Contact.

From the Work Center click the Quote icon.  This will open a Quote screen for you to fill in the details. Contact information will have to be filled in through the field you see highlighted in yellow in the screen view below.

The highlighted field contains a drop down for you to find the correct Contact to attach the Quote to.

Creating a Quote from within a Contact can be done by finding the desired Contact and clicking the Orders icon  within Receivables in the toolbar.

The Quotes screen will open for you to view existing Quotes or to create a new Quote.

 

Any existing Quotes will be listed in the manner you see above. To create a New Quote simply click the New Quote icon.   The main window will open for you to add the details of your Quote. Any existing Quotes can be turned into an Order by highlighting them and then clicking the New Order icon you see in the lower left hand corner of the screen. 

 


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