- Set the sign-off value and how long a quote stands1. Open Manage > Records and choose Quote Settings. !The Record types list in Manage, Records, with Quote Settings outlined 2. Press Add quote settings, or press the existing row to change it. !The Quote Settings list with the Standard quoting row outlined 3. Fill in: !The Standard quoting edit form with Needs sign-off from, A quote stands for (days) and Active outlined - Name: for example Standard quoting. - Needs sign-off from: a quote at or above this total, including VAT, is signed off before it goes out. Zero means every quote is. - A quote stands for (days): fills in Valid until when a quote is raised. - Active: Yes. 4. Press Add quote settings or Save changes.
- Add a client1. Open Manage > Records and choose Client. !The Record types list in Manage, Records, with Client outlined 2. Press Add client. !The Clients list with the Add client button outlined 3. Fill in Name, and Contact name, Contact email, Phone and VAT number if you have them. Set Active to Yes. !The New client form filled in, with Name, Contact name, Contact email and Phone outlined 4. Press Add client.
- Update an orderAn order is raised when a quote is accepted, with state Open. Its state after that is kept by hand.
Quotes and Orders ยท 3 tasks