1.         Go to Sales Orders>Transactions>Sales Orders

       


2.        There are different Sales order types:

       QT - Quote

       SN - New Vehichle

       SO - Part Sales

       RS - Repairs and Services

       CM - Credit Memo


       Click on the + to create a new sales order

       


3.        Start with a quote - select QT type and your customer. Save.

       


4.        Click on the edit next to your customer.

       This opens up the customer screen.

       Shipping tab - email address

       


5.        Warning - Customer

       


6.        Add contact to your customer.

       


7.        Select the contact on your Sales order.

       Add Description not compulsory.

       Click on the + to add items, select your warehouse.

       Selling price is calculated and discounts per customer.

       


8.        See qty available.

       


9.        Click on the item to see allocations.

       

       


10.        When your quote is completed.

       Remove Hold to change the status to OPEN.

       

       

       Print or email your quote.

       


11.        Click on activities on the sales order to see the email.


         



       

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