Quotes
Quotes - Creating a New Quote Step Action 1. Select {New} under Quotes/Orders. A New Order modal window will open. 2. Complete the fiel...
Sun, 9 Apr, 2017 at 1:22 AM
Quotes - Quotes View The Quotes View page is divided into the following sections: Section Description Action The Action button is located to the right ...
Thu, 28 Jun, 2018 at 12:40 PM
Quote - Locations Adding Default Billing or Default Shipping Location Step Action 1. Select {Locations} on the right-hand side of screen to ...
Mon, 11 Dec, 2017 at 11:04 PM
Quotes - Items Creating a New Item To create a new item, see Items-Creating a New Item from Scratch. Creating a New Item from a Template Step Ac...
Mon, 24 Jul, 2017 at 10:48 AM
Quotes - Quotes Search Step Action 1. Select {Quotes/Orders}. The page should open on the Quotes/Orders tab. 2. Select Quote ...
Wed, 18 Jul, 2018 at 9:29 PM