Add New Quote

1. Click on the ’button.
2. Click on the ADD button.
3. Search for CUSTOMER.
4. Double click on customer.
5. Enter header information.
6. Click on save (save the header information)
7. Add lines, two options available:
1. Click on EDIT and then click ADD.
2. From the first line, use the arrow down key on your keyboard.
8. Click OK to save.

NOTE: To insert a line (between 2 lines), click the line below where the new line is going to be inserted and press the INSERT key on your keyboard.