Create Sales Quote

Purpose: To create a new sales quotation to be sent to a customer.

From the main menu screen(n) in Pentagon, the main window which displays an array of buttons with sales options on the left and purchasing options on the right:

1. Left-click the Quotes button; the Quotation search window will appear.
   
   
   
2. Left-click on the Add button in the lower left corner of the search window; the Customers List search window will appear.
   
   
   
3. The customer may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button.
4. The Quotation window will open displaying a document in new mode .
   
   
5. Enter the information required on the Header tab (link pending) and left-click the OK button on the Quotation window tool bar.
6. The quotation will enter into edit mode(adj) in any document, left-click the Edit button (most commonly located in the document window toolbar); after the button is selected "[Editing]" should appear in the document window title bar, the Lines tab (link pending) will appear and will be selected.
   
   
7. Enter the required lines (link pending) and left-click the OK button on the Quotation window tool bar to save the document.