Navigate to Network⇒Quotations⇒Quotation and then click New

In the Quotation Info page enter all the relevant details – the mandatory fileds have to be completed – and then click Save

Once saved, select the Quotation Item tab and then click New

Complete the New Quotation Item with the required details (mandatory fields must be completed) and then click Save Quotation Item

Click Close Quotation Item and you will be returned to the Quotation Item list where the newly created quote item will show with the status logged

Once all Quotation Items have been added, the quotation can be printed and/or emailed

Note – If quotations are set to require approval, they must be approved before they can be printed or emailed

In the Quotation Info page, select Print or send email as required