This function creates or edits a quote.
Select the customer.
From the Quote Item entry screen, you can add items to the quote.
Once you have finished adding items, press Esc to return to the Quote Items screen.
Function Key |
Description |
F1 - Quit / Save Quote |
Exit the quote either saving it or discarding it |
F2 - Print Quote |
Print the Quote |
F4 - Continue Entry |
Reopen the Quote Item Entry screen to add more parts |
F5 - Header Page |
Return to the Quote screen customer and shipping address information is |
F7 - Delete / Edit |
Delete or edit the Quote |
F8 - Quote Total |
Generate the total of the Quote |
F9 - Set Discounts |
Set a discount for parts or labor on the quote. This is a bottom line discount applied to the total parts and total labor of the quote. |
S - Scan Mode |
Scan a barcode or enter a UPC code, adding that part to the quote |
O - View On-Hand |
View the on-hand quantities of items in the quote |