Overview
This guide explains how to create a sales quote, including navigation, adding customer and product details, and finalising the quote with optional customer confirmation.
Accessing Quotes
To create a new quote:
Use the left-hand side menu.
Click Quotes (or the relevant Sales menu option).
In the bottom-right corner, click New Quote.
You will be taken directly to the Quote screen.
Completing a Quote
Once the Quote screen opens, complete the following steps.
Customer Details
Select the Customer for the quote.
Adding Products
Products can be added in multiple ways:
Search using the keyboard
Scan products using an attached barcode scanner
Products added will appear as line items on the quote.
Additional Details
You can also enter:
Purchase Order (PO) number
Deposit amount, if required
These fields help capture all commercial details before the quote is confirmed.
Finalising the Quote
When all details are complete:
Click the green action button in the bottom-right corner.
Confirmation Options
The green action button can be configured and labelled in different ways, such as:
Confirm Quote
Sign to Confirm
If a signature pad is in use, the button can be set to Sign to Confirm, prompting the customer to provide a signature in person.
Best Practice Tips
Confirm customer details before adding products
Always enter PO numbers and deposits when applicable
Use signature confirmation for in-person quotes to avoid disputes
Summary
To create a quote:
Navigate to Quotes → New Quote
Select a customer
Add products via search or barcode scan
Enter PO numbers and deposits if required
Finalise using the green action button
Quotes can optionally be signed by the customer when signature capture is enabled.
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