The following explains how to create a new Quote.
Click on the Sales topic in the Main Menu. Then click on New Quotes/Estimate. Now a form appears with the label, "Find the Customer for this Quote." This is a search form that you may use to find the Customer involved in the Quote. Once you have selected that Customer, all of the appropriate data from that Customer will automatically populate the fields of the Quotes form for you. Now you only have to enter the remaining data to complete the Quote form before taking an Action such as Processing it.
When you are Entering a Quote, you may either be Entering a new Quote for a New Customer, or, Entering a new Quote for an Existing Customer. Both situations are described next.
First, click on the Sales topic in the Main Menu. Then click on New Quotes/Estimate. Now a form appears with the label, "Find the Customer for this Quote." This is a search form that you may use to find the Customer involved in the Quote. Since this is a New Customer, click on the New button in the upper left hand corner section of the form. You will now be brought to the Customer form to add this new Customer. See: Adding Customers. Once you have added the Customer data in the Customer form, you will be able to quickly return to Entering your Quote by clicking on the Initiate Transaction button in the Customer form. When you click on the Initiate Transaction button, you may select Create New Quote/Estimate.
Now, all of the appropriate data from that Customer will automatically populate the fields of the Quotes form for you. The next step is the entering of the remaining data to complete the Quote form before taking an Action such as Processing it. See: Adding Quotes.
First, click on the Sales topic in the Main Menu. Then click on New Quotes/Estimate. Now a form appears with the labeled, "Find the Customer for this Quote." This is a search form that you may use to find the Customer involved in the Quote. See: Find. Once you have selected your Customer, all of the appropriate data from that Customer will automatically populate the fields of the Quote form for you. The next step is the entering of the remaining data to complete the Quote form before taking an Action such as Processing it. See: Adding Quotes