QUOTES
navigation basics
To navigate to the Quotes module, us the main navigation menu on the left hand side of the screen to select Quotes.
To quickly navigate to a customer, begin typing the name of the customer in the Customer Lookup field then use the drop down to identify the record you are looking for. Click on that record to navigate to the record.
To quickly navigate to a specific Quote, type the number of the Quote in the ID Lookup field then hit Enter to navigate to that record.
By default, the Quote form will load all Active quotes. To filter the results, simply use the filter box and select from Active, Pending, Inactive, or All.
Click on the New button (box with yellow asterisk) in the upper right hand corner of the screen. From the customer pop-up screen, double-click on the customer you want to use to begin.