Quotes

Quotes

To create a quote, click on "Quotes" and then "Add Quote".



Complete the details and then click on the "Add Items" button.

This is the page where you build the quote. You can add the following to quotes:
  • Products
  • Product Kits
  • Manual Items
Click on the relevant button to add one. With product kits there are two options:
  • Add the kit on its own - This just adds the kit as an item on the quote
  • Add the kit and all the associated products - This adds the kit as an item and then every product in the kit is also listed
To download the quote in Word or PDF format, click on the relevant button.
    • Related Articles

    • Custom Fields

      Custom fields allow you to store custom information against organisations, people and invoices. You can have the following custom field types: Free text Text area Date CheckboxWhen you add a custom field (via Setup > Custom Fields) you can set ...
    • Document Templates

      You can currently change the following document templates: Quotes Sales Order Acknowledgements Delivery Notes Purchase Orders Invoices Price Lists Credit Notes All of the above are based on a set of MS Word templates and you can edit these by going ...