Create / Amend Quote

Basic required details to be added in “Details” tab

• Navigate to -> Menu Category.
• Select Sales menu category.
• Navigate to Sales -> Quote.
• Displays list page of Quote.
• Click on -> 'Create' button
• Redirects to create page on “Details” tab.
• Select Account
• Select Contact
• Select Expiry Date
• In Pricing tab, Select Currency (auto selected as per setting)
• In Pricing tab, Select Price List
• Click on 'Save' or 'Save & Close' button.
• For creating Quote record from existing Opportunity. Select Opportunity (By selecting value all related data gets copied to quote including Opportunity lines)
• For detail information other fields are available which can be filled as Email Address, Phone Number etc.