You can save a quote for retrieval later and you can still make amendments to a quote/sales order once it has been saved. You can duplicate a quote quickly by using Save As. This article covers:
Profit & margin (view in the menu bar)
Save
When you are ready to save the quotation click Save:
You must specify a customer reference in the top box unless you are saving a Quick Quote, in which case the name can be left blank.
You will now see the validation rules appear as a list of errors and a list of warnings. (See setting up validation rules):
Warnings can be ignored and you can continue to press Save. Errors must be corrected and you must click Return to Quote. Errors will list the item numbers of products that have an error.
Save As
Click Save As when you want to keep the original quote unchanged and save your changes with a new quote reference number. When you do this you will then see 2 quotes for the same customer.
You can then work on either quote independently.
This is useful if you produce a furniture quote in range A and want to offer range B as an alternative. You can then keep A and B as different quote references.
Progress Toolbar
When a quotation is saved you will see the bottom toolbar change from Edit Mode (add product, remove product etc) to Progress Mode (edit, revision, print, costings etc). To return to editing products, click Edit and the toolbar will change back.
Profit and Margin
When you have saved a quote/order you can see the profit (shown after P in pounds) and margin (shown after M, as percent) in the top title bar/ tab title of the quotes and orders.
You can view these figures quickly without requiring the full costings screen:
In the example above profit is £789, and margin is 50% The figures shown here are rounded up. To see the full details click the Costings button.
(To enable this display of profit and margin you need to select it in System Config > Quotations & Pricing > Pricing and tick the box "Show the margin at the top of the quotation).