Page History: Quotes Help Documentation
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Page Revision: 07/20/2023 09:12 AM
Quotes
This task is used to create quotes for customers. These quotes can then be converted to work orders and eventually to invoices.
Select
Quotes from the
Navigation Bar or from the Drop Down Menu
Order Entry – Billing.
Quotes Screen
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.
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.
When you email the quote, you will click the email button, the screen will redirect to a popup widow to allow you to add the recipients email address.
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.
