Quotes - Creating a New Quote

Step     Action

  1.      Select {New} under Quotes/Orders. A New Order modal window will open.

  2.     Complete the fields.

Field
Description
Customer
Select a Customer from the drop-down.
Contact
Select a Contact name from the drop-down.
Note: The Contact drop-down options will be filtered based on Customer selection. 

To add a New Contact for Walk-in:
1. Select {New} on the right-hand side of Contact field. A New Contact for Walk-in modal will open.

2. Complete the fields and select {Add}. A pop-up will confirm Contact saved successfully. The New Order modal will now have new contact in Contact field.  

Name
Enter a Name for the quote/order.
PO Number
Enter a value for the PO Number.

  3.      Select {Save}.  The new quote name will now appear in the page header. 

   

 Note: The option to add locations, new items, payments, notes, tasks, will be 

          available once the Order View page has been generated. (See Quotes-Locations,

          Quotes-New Items, General-Notes, and General-Tasks)