Quotes

Quotes - Quotes Search
Step     Action  1.        Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.  2.         Select Quote from the Type drop-down to op...
Fri, 13 Sep, 2019 at 12:24 PM
Quotes - Creating a New Quote
Quotes - Creating a New Quote Step     Action   1.      Select {New} under Quotes/Orders. A New Order modal window will open.   2.     Complete the fie...
Wed, 6 Nov, 2019 at 8:26 PM
Quotes - Quotes View
The Quotes View page is divided into the following sections:   Section Description Action The Actions button is located to the right of the quote name....
Mon, 11 Nov, 2019 at 11:58 AM
Quotes - Locations
To Navigate to Quote Edit: Step      Action   1.        Select {Quotes/Orders}. The page will open on the Quotes/Orders tab.    2.        Use search filt...
Fri, 13 Sep, 2019 at 11:58 AM
Quotes - Items
New quote items can be added in multiple ways: Quick Add From Template From Scratch From Group Template Existing items can also be inserted. I...
Fri, 13 Sep, 2019 at 11:59 AM
Quotes - Changing Quote Status to Lost
Quote - Changing a Single Quote Status to Lost Step      Action   1.        Select {Quotes/Orders}. The page will open on the Quotes/Order tab.   2.     ...
Fri, 13 Sep, 2019 at 12:24 PM