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How do I add a Quote?
How do I add a Quote?

Save your Quote for your eyes only, until it is ready

Kerri Frew avatar
Written by Kerri Frew
Updated over a year ago

By conducting the same process as you would when you were entering the details for an Order on the Back Office, you can build a Quote.

Follow the steps below:

  1. Clicking on the Quote module.

  2. Clicking 'Add Quote'.

  3. Enter the Quote Details, such as Customer Name, Address, etc.

  4. Click 'Add Quote' on bottom right of page.

  5. Select Menu / Item choices and hit 'Add to Quote'.

3 Ways to Manage the Quote Once Created

Send Quote

Click 'Send Quote', the email will go straight to the Customer Contact in one click.

Save Quote

Click 'Save' a pop up will then appear on your screen. You will be prompted either to then click 'OK' to Save and Email to the Customer, or 'Cancel' to Save without sending the Email.

Convert to Order

Click 'Convert to Order', the Quote automatically moves in to the Orders module.

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