How to Create New Quote
Creating a Quote helps you define the products/services that needs to be paid. Once you have a record of the quote, you can use it to help manage when that product/service has been paid.
1. If you don’t have quote, create one
2. Click Sales ribbon bar
3. Click Manage Quote toolbar button
4. Click Add button
5. Select an existing vehicle or create a new vehicle record
6. All users must fill mandatory (highlighted) field. The following field is mandatory:
i. Customerii. Vehicle
7. Click save button or Press Alt + c