Overview: Turn quotes into orders with Order Manager

Invoice/Quote, Knowledge Base

Do you create quotes for customer orders, and then face the tedious task of tracking the order sales? Are you spending valuable time looking up quoted prices and managing sold and unsold quantities? If so, our new Order Manager was designed for you. This new feature lets you turn a quote into an order, sell […]

About quotes

About, Knowledge Base

You can quote prices to customers for future sales and store the quote with an expiration date. The items will not be taken from inventory and will not be placed on hold for the customer. To learn more, click the title of a Knowledge Base article (KBA). KBA Title Area How to create a quote Invoice/Quote […]