Quote to Customer

When quoting customers, the user can choose from the list of vendor offers and decide which offers they would like to quote against.

quote create

 

The system will generate a professional quote which can be emailed in .pdf form to the customer:

quote document

 

You can then go into a customer record to see a history of everything he has been quoted:

customer quote history

 

Or go into an item to see a history of all the customers who have sent quotes to for that item:

product quote history

 

 

 

If the customer accepts the order it can be converted into a Sales Order