In the quote area you can edit various compenents of the quote, as well as view quote stages to track where you are in the quote process.
Main Menu
In the main menu on the left hand side of the quote area, you will find:
Products & Pricing
Within the Products & Pricing tab of the menu you can add products and services and edit the product.
To learn more about adding a product to an order document, see the Add Products to an Order Document article.
To add a service, click on the Add Service button and configure the service information.
Decoration
In the Decoration tab, you can add, import, or edit the decoration.
To learn more about working with decorations, see the Decorations on a Quote article.
Shipping
The shipping path for each item will be displayed in the Shipping tab.
The "+ Add Shipping Destination" link enables you indicate another location in the shipping path. For example, if you needed to the send the order to the decorator company prior to sending it to your customer, you could do so by clicking on the "+ Add Shipping Destination" link.
Related Orders
If you have convrted the quote to an order or orders, they will be displayed in the Related Orders tab. To view the order, click on the order number to open it.
To view more informationon the order including the purchase order information, click on Show More Details.
Notes
In the Notes tab you can add new notes and view notes related to the quote.
Tasks
Any tasks associated with the quote will display in the Tasks tab.
To learn more about tasks, see the Create a Task for an Order article.
Quote Stages
The quote stages display on the right side of the quote area. As you and your customer perform actions on the quote, the stages will update.
