Quick quotes allow you to quickly enter
line items for a quote or an order. You can then either save the line items to an existing
quote or order, or create a new quote or order containing the line items.
You can also create quick quotes in the Inventory module by clicking the Inventory ribbon tab and selecting .
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In the Order
Entry dialog box, click the Order
Entry ribbon tab.
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On the menu, select
Quick
Quote.
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In the Quick
Quote dialog box, select the customer and contact.
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Determine the quantity of items,
the shape, dimensions, grade, length, and the base price.
Once you have selected the shape, grade, and dimension, you can select the
item from existing inventory items.
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If the item is taxable, select
the Taxable check box.
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To apply markup to the item you created, select the Markup check box.
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Do one of the following:
- To save the item to an existing quote or order, click Save
to Quote/Order, and double-click the desired quote or order.
- To create a new quote or order, click Save to
New Quote or Save to
New Order, and enter the quote or order information and details.