Overview


A Quotation is an agreed fixed price. an Estimate is an approximate price that may change.


A Quote or Estimate is a useful way to provide your customers with a printed quotation or estimate of requested parts, repairs or units.


Unlike a Sales Order, the items are not removed from the stock file, but the procedure for invoicing is very similar.


This article will continue with reference to a Quote as to create, modify, convert a quote or estimate follows the same procedure.  The name, quote or estimate can be customised for you to choose either word in Settings\System\Sales


Creating a Quote

Whether it is a quote, estimate, order or invoice we use the Sales screen to enter the details of the transaction.


  1. To create a quote enter the lines and customers name into the sales transaction screen.
  2. Click the Finish option to save the transaction
  3. Click the Quote button on the left side menu.
  4. Click Save to complete/print/email your quote. 


Creating a Prospect Action

In the quote finish screen there is an option to create a prospect action.  


Modifying / Converting a Quote

After creating a quote, it remains in the Recall menu until you remove it or convert it into an order or invoice.


  1. Navigate to Sales
  2. Click the Recall button on the side menu
  3. Choose Estimate from the top option menu
  4. Choose the Estimate you want to recall
  5. Click OK to recall the Estimate into the Sales screen
  6. From here you can finish the transaction and save as a quote, sales order, invoice, job and internal transaction


Deleting a Quote

  1. Navigate to Sales
  2. Click the Recall button on the side menu
  3. Find the Quote you want to delete
  4. Click the Delete button on the side menu
  5. Select Yes to confirm


Duplicating a Quote


  1. Navigate to Sales
  2. Click the Recall button on the side menu
  3. Find the Quote you want to duplicate
  4. Click the Copy button on the side menu
  5. Click Yes to create a copy/duplicate