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| ==QuickStart Creating a Quote==
| | #REDIRECT [[Enterprise/QuickStart_Creating_a_Quote]] |
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| To make a quote, click on the '''Sell To''' button in the bottom right of the Customer List Screen.
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| [[Image:12.1 Customer List wiki.png]] | |
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| 1.This will open up the ''Sales Order Screen.''
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| 2.Select '''Quote''' from the Document Field in the upper left hand corner of the Sales Order screen.
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| 3.Click the '''Add Item''' button near the lower right corner of the screen.
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| 4.Use the search to find the part. Double click on the part to add the part to the quote.
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| 5.Now, fill in the remaining information about the quote, such as an expiration date.
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| 6.The price can be changed by clicking the field and typing in a new price. The tax will be automatically calculated.
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| [[Image:13.1 Sales Order Screen wiki.png]]
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| 7.Once you are finished with the quote, click the '''Save''' button in the lower right corner.
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| [[Image:Sales Order Home wiki.png]]
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| The quote will now show up in the quotes list on the ''Home Screen.'' (The ''Home Screen'' may need to be refreshed in order to see the new quote.)
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