Quotations

Creating Quotations

• How to mix ranges/catalogues in one quote/order (Additional furniture Headings)
• Create New Quotation/Order
• Add products to a quote/order
• Furniture Headings
• Changing the heading of products in multi furniture quotes
• Convert between quick quotes and furniture quotes

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Quotation/Order Screen

• Quotation Screen
• Order statuses
• Quote/Order Toolbar
• Using filters on the quote/order screen products
• Current Quotation Menu
• Archive quotations/orders to multicompany

Costings

• See the profit and margin for an order
• Costings screen
• Discount a quote/order
• How EQ allocates VAT to discounted products
• Price Options to lock prices

Fitting

• Fitters Summary
• Fitters Item List
• Fitting Setup - Installation Notes
• Fitting Cost (By Type)
• Fitting Cost (By Product)
• Fitting Cost (by Menu)

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