Sales Opportunities/How to Create a Quote

Once a sales opportunity has been established you may create a quote for it.

1. Create a sales opportunity for the prospect if one does not already exist. See How to Create an Opportunity in the SalesOpportunities section.

2. In the Sales module, select the respective opportunity from your opportunity listing. The Opportunity Detail screen displays.

3. From the Related Info dropdown menu, select Quotes.

4. Click the “New Quote” button. The New Quote dialog displays.

5. Enter the quote details.

6. Click the Update button to update the screen.

7. To add an item to this quote, click on the Add Item button to view a list of products. Place a checkmark beside one or more products to be added to your quote and click on the Select button.

8. Edit the Description, Quantity or Price for any item. (Click the Update button to retain your changes and recalculate the Price Extended.)

9. You may email the quote to the customer, or print it.

10. Click Save & Close.

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