Creating a Quick Quote
Method One: Open an existing company record and select "Create a Quick Quote." This will automatically add the company to the Quick Quote window.
Method Two: Open an existing contact record and select "Create a Quick Quote." This will auto-add both the company and contact information to the Quick Quote window.
Method Three: Select "Quick Quote" from the "New" menu on the left main toolbar to open a blank form and fill in the necessary information.
Filling Out Required Fields
In the Quick Quote window, fill out all required fields. If you did not start the Quick Quote from a contact, ensure you select the appropriate contact. Check the applicable boxes if you wish to create an order and process purchase orders simultaneously.
Adding Parts
There are three ways to add parts to your Quick Quote:
Option One: Search for the part, highlight it, and press enter or drag and drop the part into the Items window.
Option Two: Import a SIF or XML file as you would in the Bill of Materials module.
Option Three: Use the Spec button (integrated with Configura Spec) to access Spec's catalog. [Spec Integration ]
Saving and Processing
Select the "Save and Process" button to proceed.
Confirmation Prompt
In the pop-up prompt confirming you'd like to proceed, select "Yes."
Completion
A project will be generated, the order will be processed, and the project will be converted into a job. You can now navigate to the Customer Invoice module to create your Customer Invoice. All items, including purchase orders, will be accessible in the project as usual.