User Guide

Sales Office 289

6.7 Quotes and Orders

Every customer order begins as a quote, which may then be converted into an order. Quotes may be

created, edited, and processed in various ways.

Quick Quote

The Quick Quote feature is used to look-up product prices, calculate shipping and taxes, and calculate

total amounts. The customer name and address is not necessary for a quick quote. A quick quote can

be saved and sent to a valid email address or printed. Quotes can be looked up, related to a customer,

and converted into orders or bills through the Unconverted Quotes menu, which is in the Sales Office

Tool Bar.

For more about Quick Quotes see: Customers

Create a New Quote For a New or Existing Customer

To create a new customer profile or find an existing customer profile go to the Customers menu. Note

that a profile is automatically created for each new customer when an order is placed through the

shopping cart and when a new customer contacts the shop through the Sales Office contact form. A

quote may then be created for the selected customer from the customer profile page or from the

customer history page.

Select an existing customer or create a new customer profile.

Click the quote icon/link at the top of the customer's profile or history page.