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To Create a Customer Quote:

1. Select the customer and then create the quote.
2. The quote is automatically given a number.
3. The Customer and Yard are shown.
4. Add a unique description.
5. The Expires date is the expiration date for this quote.
6. Select the Reviewed? checkbox if it has been reviewed by management.
7. The quote may be active or inactive. In your yard, the quotes may be set to inactive until they're reviewed.
8. Add the commodity details that relate to this quote.
9. Save the quote.

 

 

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