Ninestars bootstrap 3 one page template

How to submit a Quote

 

New quoting page:

The moment after you log in you will be brought to your Vendor Directory, click on the Client you need to quote for.

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After you click on the correct Client you will be brought to the page where you can either search for a work order or click on work order number you need to quote.

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 1st) make sure you work order is in Pending Quote, if the work order isn't in Pending Quote click the Actions tab and select re-quote or pending quote.

 

2nd) Click fiance

3rd) click Add next to Quote 1

You will then be on your invoicing screen to add your details

 

Step 1 Enter any applicable sales tax, if no tax, leave blank.

Step 2 If needed, you can make tax adjustments by checking the “change currency or tax” box.

Step 3 Enter description of work performed.

Step 4 If you have incurred items, double click on the “is incurred” field and select “yes”.

 

Step 5 Double-click under “charge type”, select your appropriate line item from the drop down.

+Once you have selected your line item, click the “tab” button on your keyboard to move to the next field " Item" & then " Option"

Step 6 A description is now required in all charge types. You will enter a description of the line item.

+For parts, you will enter your details in the description field, e.g. part number, model number, SKU.

+To edit a line item, you will simply double click in the field that needs to be edited.

+To delete a line item, you will click on the trash can located to the far right.

Step 7 Once your incurred and estimated costs have been entered, you will save by clicking on the black floppy disc located on the top right corner.

+After saving your quote, you will go up to “actions” and from the drop down menu select “submit quote”

+The work order will then go into “waiting quote approval”.

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