Create a New Quote

Once the customer has been entered or selected, the quote (or estimate) can be created. This step can be bypassed if your business does not require a quote and you can go directly to creating your Job Details. But for this scenario, a quote is created.

Once saved, press the Quote Breakdown button to select all the stock items that will be used to do the job.

The stock can be entered directly or can be selected via the Select Stock screen.

The Quote Details screen now displays the Calculated Amount to the left and the Total Trade Price in blue to the right. The Total Trade Price is the minimum price that you should charge. If you charge less than this, you will be losing money. The Submitted Amount (the amount submitted in the quote to your customer) can now be entered based on the Calculated Amount.

Print the quote and send it to your customer.

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