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
Quotes option will appear in the
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.