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 | ||