Setting Up Quotes

This article provides an overview of the steps to start using Quotes. 

1. Create Quote Printable Form
   Enter text for the header & footer and add the custom fields that get displayed when printing the quote.
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.
   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.
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.
5. Create a Quote