The Quotes View page is divided into the following sections:
Section | Description | |||||||||||||||
Quote Name and Number | This shows the Quote Name and Number.![]() | |||||||||||||||
Actions | This allows for the following actions to be taken on a Quote:![]()
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Quote Information Boxes | These boxes provide general information about the selected quote.![]() Status - indicates the current status of the quote. # of Items - shows the number of items in the quote. Subtotal - shows the subtotal for the quote. Taxes - shows the taxes for the quote. Total - shows the total for the quote. | |||||||||||||||
Items | This shows all items for the selected Quote.![]() | |||||||||||||||
Customer Details | This shows general details for the quote and the customer including:
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Details | This shows pricing details for the selected quote including :
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Tasks | This shows any tasks for this quote. For more information, see General - Tasks. | ![]() | ||||||||||||||
Files | This shows any Files for this quote. For more information, see General - Files. | ![]() | ||||||||||||||
Notes | This shows any notes for this quote. For more information, see General - Notes. | ![]() | ||||||||||||||
Entries | This shows any entries for this order. For more information, see Accounting - Entries. | ![]() |