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Add-on Overview: Sales Quotes

This module adds the ability to create sales quotes for customers which can easily be converted into orders later.

What does it do?

  • Sales Quotes look much like a sales order, but will not commit inventory to a customer or impact inventory in any other way until it is converted into an order.
  • Quotes have and expiration date, can be sent to customers,

Who needs it?

  • Nurseries with customers who want to see prices before committing to orders.

What changes will I see?

  • The sales quote icon Quotes option will appear in the sales section icon Sales ribbon menu.
  • An option to enter the length of the quote validity and an option to fetch current pricing when quotes are duplicated in system setup logo System Setup.

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