Now that you have created Stocks, Presses, and Department Items it is time to put them to work by creating Quotes. 

• Navigate to Quotes in the Side Navigation Menu Panel
• Click on {New}
• Enter a Name for the Quote so you can find it later
• Select a Customer and a Contact from the drop downs
• Click Save

This will create the container for the quote in which we can begin to add Items.

• Under Items select {New} > Quick Add

The Quick Add modal window will appear which allows you to enter the specs for a quote item all on one screen. Let's start with something simple like a tri fold brochure. In the example below you can see the necessary fields to start creating this item.

• Name - The Name of the Job Item
• Number of Sides - The number of printed sides
• Press > Group - The Group dropdown filters the results for the Press dropdown
• Press - Select an available press
• Double Sided > Color Sheets - The number of sheets for this Job Item that are 4/4

Choose a Stock by clicking on the {+} icon to the right of the word Stock. The Run Size will auto populate based on the Parent Size of the selected stock. The Flat Size is the size of the piece before post press or bindery operations have been completed. 

The Run Size and the Flat Size work together to create the imposition. The Finish Size is strictly informational and does not have any bearing on pricing, this field is used to convey the finished size of the item to your prepress and bindery departments.

Department Items can be added to the Job by clicking on the {+} icon. This will open a Add Department Items Modal displaying all of the Department Items in your system. Search and Filter for the Department Item(s) you want to add, then Click the {Add} button in the bottom right corner of the Add Department Items Modal

One Quantity is required for the system to calculate pricing correctly, additional quantities can be added by clicking on the {+} icon to the right of the Discount field. Once you have added at least one quantity click Save.

Edit Mode

After clicking Save you will be brought back to the Quote View. If you would like to make additional edits to the Quote Item click on the Quote Item Number and then Enable Edit Mode.

Edit Mode provides you with access to all of the fields that were available in Quick Add as well as other functionality.