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8. Be sure to check and adjust your Bill To, Ship To & Install At if necessary. Adjust your "Cover Page Title" (standard procedure is to just copy & paste "Quote Name"). Adjust "Summary Type" if it has not already defaulted from a quote template (we highly recommend using Default Quote Templates). If your "Terms of Sale" are a deposit type of terms you will have the option to select a "Deposit Inv Type" (standard procedure is to use "Option / Phase"). Select "Save and Print" once you have selected all appropriate options.
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9. This is the print preview page for the selected Quote which shows how it will look when printed and/or e-mailed. Before printing click the "Save to e-manage|ONE" button. Select a "Document Type" and "Save". Once saved, a PDF version of the Quote will be listed in the Project History under Documents. Saving the Quote allows you to keep track of the negotiation process in the event the client rejects the initial offers made. Now you can use the Mail icon to e-mail to your client straight from this view window.
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10. Back to the Create / Modify / View Customer Quotes tab of the BOM window select the desired Quote again and this time click the Print BOM button.
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11. The highlighted window shown is the Print BOM Report window where choices can be made as to what values appear on the report. After making your selections click the Print button.
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12. This is the print preview page for the BOM of the selected Quote which shows how it will look when printed and/or emailed. Before printing click the Save to e-manage One button. Once saved a pdf version of the BOM will be listed in the Project History under Documents.
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13. Select the Order Entry option from the Modules menu.
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