New Sales Quote

Click the Quotes tab under the SALES module to begin. This will open the new Quote entry screen

The Quote can be on an existing customer or a new prospect. For an existing customer, choose the Party. For a prospect, leave it blank and fill in the details on the Lead Information panel. Click Create and the Quote is created.

Once the Quote is created, several tabs are enabled for the quote. You must add Order lines to the quote and add other relevant details to complete the quote.