Customer
Choose the Customer from the pull down list, or enter a new customer. Adding new customer here will create a new record for the customer on Customer List so you can quickly access every time you create quotes, orders and invoices.
Date
Select the quote date.
Salesperson
Enter the salesperson for this quote, or choose one from the pull-down list.
Tax
Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example).
Bill To
Enter the address the invoice should be sent to.
Ship To
Enter the address the products should be sent to. Leave this blank if this is not required.
Comments
These comments are printed on the bottom of the quote.
Private Comments
These are comments for internal use only - they are not printed on the quote.
Quote Items
This is the list of items on the quote. Click Add Item to add a new item, or edit and delete existing items.
Add Flat Discount
Click on this button to add a flat amount as a discount to the entire quote.
Add Percentage Discount
Click on this button to add a percentage-based discount to the entire quote.
Add Discount per Item
Click on this button to enable the discount column for each item on the quote. Line item discounts must be entered as a percentage.
Subtotal
This is the total without the tax calculations.
Total
This is the sales tax and total display. If you think the sales tax calculation is wrong, please see the Tax tab of Options to configure sales tax rates.
Record
Click on this button to Record the quote.
Save as Draft
Click on this button to save the quote as a draft.
Record & Fax
Click on this button to Record the quote and fax a copy to the customer.
Record & Email
Click on this button to Record the quote and email a copy to the customer.