Quotes

How to create a quote, estimate, proforma invoice or sales order
Toggle on the quotes feature if this does not appear in your menu. Step 1. Navigate to Sales > Quotes and click on the Create quote button. St...
Fri, 14 Feb, 2020 at 3:10 PM
How to enable Quotes
The quotes feature will allow you to create different quote types. How to create a quote, estimate, proforma invoice or sales order Navigate to Sett...
Mon, 7 Jun, 2021 at 10:37 AM
How to process all quote types
Note that the following process applies to Quotes, Estimates, Proforma Invoices and Sales Orders. The type of document is determined in the Quote type d...
Fri, 21 Feb, 2020 at 12:01 PM