How to Create a Quote

Creating a quote for a customer doesn't have to be complicated. With the right tools, you can easily build a professional, accurate quote in minutes, allowing you to focus on what matters most: your customer!

1. Click on Quotes (left menu)
2. Select Quotes
3. Click Add New Quote
   
4. Click on the Customer dropdown and select an existing Customer or Quick Add a new one.
   
5. Click Add Product
6. Choose an option to select Products from
   
7. Search for Products
8. Select your Products by clicking Add
9. Select the Supplier's Name
10. Click Save
11. Click Review Selected Items
    NOTE: If you haven't selected any Products from the Supplier you can quickly add them by using the Quick Add Supplier option.
    
12. Click Add to Quote
13. Click Save
14. Once you are in the Quote you can customize it by adding Colors, Sizing, Qty, Pricing, Victuals, etc.
15. Click Save to finalize your Quote.