Add / Edit a Quote
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Quotes are used to send customers or prospects formal price quotations. If the quote gets accepted, it can be converted into an invoice, sales order or job card.
Go to Quote / Sales Order > Quote Lookup and click on the New Quote button.
Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
You can print a quote in the shop for a customer. The customer can take the quote and goods to the Cash Up Till. The Cash Up Till can click on the Invoice From and convert the Quote to an Invoice.
If you don't want to display the Markup and Profit columns see Invoice > Invoice Options > General Tab
You can set security for certain groups allowing them to select price levels:
•Open a quotation form. Click on the Security Lock on the top left of the program
•Select the group you wish to allow selection of price level
•You can configure security for certain groups and grant specific permissions to them. See permissions on the photo below.
Security Settings for quotes