Quotes

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, 5 Dec, 2018 at 1:09 PM
Quotes - Quotes View
Quotes - Quotes View The Quotes View page is divided into the following sections:   Section Description Action The Actions button is located to the right...
Wed, 5 Dec, 2018 at 1:09 PM
Quotes - Locations
Quotes - Locations To Navigate to Quote Edit: Step      Action   1.        Select {Quotes/Orders}. The page will open on the Quotes/Orders tab.    2.  ...
Fri, 26 Oct, 2018 at 1:35 PM
Quotes - Items
Quotes - Items Adding an Item A New Item can be added to a quote from a template, from scratch, or from a group template. Existing items can also be inse...
Wed, 5 Dec, 2018 at 1:09 PM
Quotes - Quotes Search
Quotes - Quotes Search Step     Action  1.        Select {Quotes/Orders}. The page should open on the Quotes/Orders tab.  2.         Select Quote ...
Wed, 5 Dec, 2018 at 1:10 PM
Quotes - Changing Quote Status to Lost
Quotes - Changing Quote Status to Lost  Quote - Changing a Single Quote Status to Lost Step      Action   1.        Select {Quotes/Orders}. The page w...
Fri, 2 Nov, 2018 at 1:52 PM