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You can create a new quote by clicking the “New Quote/Order” button in the following locations:
Sales > ODB> Orders > Create New Order button
At the top of the Order Grid page Sales ODB > View All Orders
At the top of the Order Grid page Sales ODB > View All Drafts
At the top of the Order Grid page Sales ODB > View All Quotes
Admin → ODB → create new Quote/order
Sending a quote
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To send a quote, create or open an existing quote, and click the send quote button.
To open a quote go to the quotes table in admin → ODB → view all quotes, and select a quote from the grid.
This will send an email with the quote in to the customers email address. This will show the products, quantities, price and subtotal for each product.
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Editing a quote
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To edit a quote. Go to the Quote Grid Sales , from the sidebar select: ODB > View All Quotesand click on View in the quotes grid. You will be able to edit the quote
From the quotes screen go to the Action column, click “Select” and “Edit” from the dropdown list.
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Sending the quote at this stage will save over the previous quote |
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If you wish to send an alternative quote go to the Quote Grid Sales > ODB> View All Quotes and click on Duplicate in the quotes grid.
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