Welcome Guest, you are in: Login

ComCept Documentation

Image

Navigation



Search the wiki »

Page History: Quotes Help Documentation

Compare Page Revisions



« Older Revision - Back to Page History - Newer Revision »


Page Revision: 07/19/2023 05:28 PM


Table of Contents [Hide/Show]


Quotes





This task is used to create quotes for customers. These quotes can then be converted to work orders and eventually to invoices.

Image



Select Quotes from the Navigation Bar or from the Drop Down Menu Order Entry – Billing

Quotes Screen



Image



This is the Quotes screen.

It is important the User and the Location are correct because multiple uses and locations can be accessed from the same computer. These are located in the top right area of the screen.

The Quotes screen is similar to the Invoices screen. 

     Image



The Create Work Order button saves the Quote and displays the Create Work Order screen with the quote information pre-loaded. 

The Save Quote button saves the Quote. 

 The Print Quote button prints the Quote (the Quote is NOT saved). The current Quote remains on the screen. The quote is printed with the word “QUOTE” in the upper right corner.  

 The Email button allows the quote to be electronically emailed.

Image

 



The Confirm Save window is displayed if you have made changes to the current screen and attempt to start a new Quote or to change to another action. 

Note: This window is not displayed, and any changes made are lost if the Home option on the Quick Link Bar is selected. 

Quotes Actions Menu

The following actions are available from the Actions drop down menu while in the Quotes task. 

Image    



Copyright © 2000 - 2023 - ComCept Solutions, LLC