Where to See my Quotes
1. Once you have logged in, and is inside the SALES MODULE, click on the QUOTES button found at the top navigation pane.
*If you’re not logged in yet, learn where to login, and how to access various modules.
2. You will be redirected to the MY QUOTES Click a QUOTE NAME AND ID to open its details. In this case, we’re going to open a quote which has been sent already.
3. You will redirected to this page wherein all details are displayed. If all information are accurate, you can CREATE AN ORDER instantly.
4. If you clicked the CREATE ORDER button, you will be redirected to the ORDERS SECTION. Notice that you no longer need to provide the details for the Sales Order. It will be generated based from your QUOTE.
5. You can also REJECT QUOTE, EDIT, generate a PDF, or send the quote through EMAIL. ?