Quotations
Create a Quotation
To create an estimate, first select the customer that you are creating the estimate for.
Now select the customer contact at the bottom half of the screen as the quotation contact. Click the 'Quotes' tab and click 'New Quote'. The contact information will be carried across and automatically displayed in the quotation.
Add Stock to a quote by clicking the spyglass to search, or start entering the Stock code directly into the stock code field.
The price and description of the stock item will be entered automatically. Add unlimited Stock items to a quotation.
If clicking the spy glass, you can now search through your Stock to find the item you want to add to the estimate. Once you have found the Stock item select it you will then be taken back to the estimate page with the stock item added.
Stock can also be added and removed from the estimate by using the 'Drag & Drop' view - just select the Stock from the top table and drag it to the bottom table. You can select multiple items from the stock table to drag and drop including entire categories.
When the estimate is finished you can set the estimate to active and send it to your customer (by clicking the 'Email PDF' button at the top of the estimates page.)