Creating a quote

Generating a quote is very similar to creating a sale.

1. Click on the Sales menu

2. Add products and services to the sale are required

3. Add a client to the sale with the Add Client To Sale button and add a client record to the sale

4. Click the Save Sale button on the right. The sale will now be in quote mode.

5. Click the Send Quote button on the right to either print or email the quote to the client

When you want to complete the quote look it up on the Sales screen via the Transaction List and use the Compete Sale button like a normal sale.


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