3 Ways to Create a Quote from Inventory

Search Parts Ribbon

Common Tasks – New Quote

Customer, contact, Terms

Add item, quantity, price, Save

Save

 

Search Parts Ribbon

Highlight – Right Click – New quote

Customer, contact, terms, quantity, price, save

Back to Search Parts and Pick a 2nd part, right click to add to existing quote

 

 

My Quotes Ribbon

Common Tasks – New Quote

Customer, contact, terms, Add item (from Inventory, Offers, or Orders), quantity, price, save

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