1. To Add a new Quote

  • Click on the Finance dashboard, on Quotes button and then on the Quotes button again.
  • Click on the Add New link on the top right of the screen.
  • Select the customer form the drop down menu and enter other information as necessary. The Attention field will automatically display the first contact linked to this customer. Select from the drop down menu should you wish to change this.
  • Insert a sales item by clicking on the Sales Item button on the right of the screen. Enter a letter or part description of the product or service in the description field and then select the product description from the drop down menu or write in the description and then select the quantity. When complete click on the blue Save icon on the right of the screen.

  • Repeat this process for any additional items and when complete click the Save button.
  • A Quote number be generated.



2. To Edit a Line Item

  • Click on the description and edit where necessary. Click the Save button on the right of the screen.


3. Search for and View an existing Quote

  • Click on the Finance Dashboard, on the Quotes button and on the Quotes button again.
  • Select a From and To date using the calendar icons and click the Refresh button, enter a quote number or company in the Search field or use the alphabet option.
  • Click on the quote number to view that specific quote. 


4. To Edit a Quote

  • Search for the quote (as above) and then click on the quote number to view the quote.
  • Edit as required and click the Save button.


5. Convert a Quote to an Invoice

  • Search for the quote (as above) and click on the Convert Quote to an Invoice icon in the far right column (the orange square with the arrow).

  • A pop up will appear to confirm your action. Click Yes to confirm or No to cancel.
  • Check that all the details are correct, including the date. Click on the Save button.
  • The invoice will now appear in the invoice section as an unfinalised invoice.


6. To pdf or Print a Quote

  • Search for the quote (as above) and click on the pdf icon in the far right hand column. The quote will appear on the screen. To print the quote click on the print icon on the toolbar.


7. To email a Quote

  • Search for the quote (as above) and click on the email icon in the far right hand column. Enter address details and send.


8. To Delete a Quote

  • Search for the quote (as above) and click on the delete button (white cross in red square). 
  • A pop up will appear to confirm your action. Click Yes to confirm or No to cancel.