Creating New Quote

To create a new quote, at first you need to define its header information.

Enter the quote ID, which can be a short description of the product, service, but it is recommended to add such information which can be related to volume, customer or any other information to which the quote is made for. You can detail the quote more in the description field.

If you have many related quotes, you can link them together with the package information. If you defined a package name already, you can select it from the combobox. If not, you can create a new one, clicking on the new package button.

Quotes must be created using a quote model. The quote model must exist and must be completed, as once the form is completed and the create quote button pressed, the quote should be created and this is not possible with an incomplete quote model. Select the quote model from the combobox.

Quote Date is the date for which the quote is created. It is important to use a date here inline with your rate table setup. You can use a future date here if you would like to quote for a later date and you already have rates defined for that period when the quote expected to be in use. So if your current rate is different from the future date rate, you should use the date which is same or later of the new rate.

Once you completed filling the form, click on the create quote button to create the quote information ready to fill. After that you can start to enter the parameters of the quote by selecting it with the select quote menu item.