Related Articles
Adding a Product to a Quote
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps To create a line item from the ...
How to retain all options, including measurements, when adding line items to a quote or sale
Summary When working in order entry, users can choose to retain all options, including measurements, when adding a line and starting another. This knowledge base article describes how to enable this feature. Instructions In order entry, place a ...
Duplicating a Quote
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps From Home tab, click on Quotes. From the ...
Previewing or Printing a Quote
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps Click on Quotes icon on the Home tab. ...
How to email a Quote
More Information These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links. Steps Click on Quotes icon on the Home tab. ...