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Creating a quote

To create a quote (estimate):

  1. Make sure the estimates feature is turned on.

  2. Go to the Manufacturing & Wholesale menu and click Create Quotes (Estimates).

  3. Enter the name of the customer (or job if you are tracking jobs).

  4. Select a template.

  5. Enter the line items.

  6. Apply sales tax (if applicable).

  7. Enter the class information if you want to track this estimate for a class you have set up for your organization (such as a division, department, or profit center).

  8. Click Print.

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