Quotations

Creating a Quotation in OfficeBooks is the basically the same process as creating a sale.

1. Click the Sales option on the main menu bar.
2. Click the New Sale link
3. Select your customer from the Bill-to and Ship-to drop-down menus
4. Click the New Item link and then select the product you would like to quote.
5. Enter a lead time.  This is a text field, so you can write something sensible like "3 weeks ARO" instead of guessing at a date.
6. Update the pricing and quantities.
7. Use the drop-down to select applicable taxes (these are defined in your business settings)
8. Click the check mark to save that line.  
9. Repeat steps 4 through 8 until you have finished adding items.
10. Click the PDF Quote button to generate a quotation.

When your customer places an order, turning this quotation into a sale is easy.  Just review the sale to ensure it matches your customer's actual order details, then click the Release button.