Creating a quote

Quotes are useful for putting a sale on hold for a later date, sending an estimate before a sale, and keeping a record for you and a customer.

To create a quote

  1. Start a sale and attach a customer to it.
  2. Add items to the sale.
  3. In the Payment area, click Save as Quote. The sale is now saved to that customer and you have the option of editing the quote, printing or emailing it, reopening it or making a new sale.

NOTE: You can reopen a quote by scanning the barcode on a printed quote or by doing a customer look-up.

 

 

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