Notes

The following associate permissions have been added:

• Give Customer Quotes: Allows associates to create customer quotes

The following system options have been added:

• Quote Disclaimer: The disclaimer printed at the bottom of every quote.
• Quote Reserve: When printing a quote, the amount of space at the bottom of space, in inches, to reserve at the top of the form. This is used to accommodate preprinted forms.

How to Create a New Quote

As noted, you can access quotes from the Clientele Menu, Point of Sale, Customer Record, and Opportunity Menu. As an example, we’re creating a new Quote from the Clientele Menu.

1. Click Clientele → Quotes → Add Quote. The Customer Quote window will appear.
2. Each quote requires a customer, expiration date, and one or more items.
3. After entering required data, click Print if you want to print or email it, otherwise click Save.

1. If you print, it will display a preview. From here you can select whether to print or email.

To Search for a Quote

1. Click Clientele → Quotes → Find Quotes. The Customer Quote Customers screen will appear.
2. Enter criteria to select a specific customer, or leave blank for all, then click OK.
3. A list of matching Quotes will be displayed.
4. Use the buttons at the bottom to Delete, Edit, Add, Print, or Add to Sale.