...
The Create a Quick Quote action menu item allows you to create a project, Process the Order & Create PO's all inside of one window. The criteria for using this window to create a project using the Quick Quote window is whether or not this project will have multiple phases to it. In general, this window is used for very simple projects with just a few line items. An example of when you might use a Quick Quote is for Walk-In sales.
...
You also want to be sure to set the Default Terms of Sale and Default Bill To (if applicable) ahead of time so this info also auto-populates for you.
| Info |
|---|
Note: The |
...
Bill To and End User defaults to the company you created the Quick Quote from, while the |
...
Ship To is blank and will use the default Ship To set by the administrator |
...
unless there was a Ship To location setup at the company record level. |