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+ New Quote

To make  a new quote go to “+ New Quote” window.

  1. Click “Add New Quote”.
  2. Select your customer if listed in the database.
  3. Select the product from the Product/Service* drop down menu, or you could type the product name and matching products will be shown to you to select from.
  4. This will populate the product with its Unit Price, Sales Tax%, ID provided in the database.
  5. Provide the Quantity which is mandatory.
  6. Repeat for the subsequent products to Quote.

 

Note:

  1. You can change the Unit Price of the item listed to sell.
  2. Inventory or stock for the product will be adjusted when a product has inventory tracking enabled during the Quote to Sale operation.

 

Video Tutorial: Make a new quote.

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