Setting Up Quotes

This article provides an overview of the steps to start using Quotes. For detailed instructions, please see the Implementation Guide for Quotes.

1. Create Quote Printable Form
   Enter the text for the header and footer and add the custom fields that get displayed when you print the quote. Learn how to create a quote form.
2. Set Up Sell Products (See [C] & [D] in Figure 1.)
   These are the products that display on quotes.
   1. Enter the products you sell. Read definitions of terms
   2. Assign sell products to a price list. Each quote is associated with a price list. When a product is selected for a quote, the price from the associated price list will be added to the quote.
3. Create Price Groups and Enter Prices (See [D] & [F] in Figure 1.)
   Price groups are groups of product variants you sell for the same price. Read the step by step instructions for entering sell products and prices.
4. (Optional) Set Up Customer Accounts (See [A] & [B] in Figure 1.)
   Enter contact information and select a price list for the builders, dealers, and contractors for whom you currently do jobs. You will add your retail customers as needed. Learn how to set up customer accounts.
5. Create a Quote
   Learn how to create a quote.