Manual:Inventory: Difference between revisions

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'''Menu Location:''' Inventory / Quote
'''Menu Location:''' Inventory / Quote
:Similar to entering an order, but starts as a quote
:Similar to entering an order, but starts as a quote
:#Enter Company in Quote to
:#Enter <b>Company</b> in <b>Quote to</b>
:#Enter Company in Ship to if different from Quote to
:#Enter <b>Company</b> in <b>Ship to</b> if different from Quote to
:#Enter Ship Via if preference
:#Enter <b>Ship Via</b> if preference
:#Enter Customer PO
:#Enter <b>Customer PO</b>
:#Enter SalesPerson, if applicable
:#Enter <b>SalesPerson</b>, if applicable
:#Enter items in Quote Lines
:#Enter items in Quote Lines
::::a. Enter Type
::::a. Enter <b>Type</b>
::::b. Enter Quantity
::::b. Enter <b>Quantity</b>
::::c. Enter Unit Price and tab through
::::c. Enter <b>Unit Price</b> and tab through
::::d. If Tax Exempt, uncheck box
::::d. If <b>Tax Exempt</b>, uncheck box
::::e. Click Save
::::e. Click <b>Save</b>
:Buttons
:Buttons
::*Create an Invoice – create invoice from current displayed quote
::*Create an Invoice – create invoice from current displayed quote