Creating a Quotation

Top  Previous  Next

To create a quotation go into the Point of Sale window and select the Quotations tab.

 

Select the Create Quotation button.

 

Parts Quotationcreate

 

Select the required part(s) and once complete select the customer button.

 

Parts Quotation cust button

 

Search for the customer and then double click the required customer.

 

The following window will then appear on the window:

 

Quotation reference

 

Enter a Quotation reference which will be used when retrieving a quotation.