Giving Quick Quotes

You can easily tell customers the price of one, two, or four quantities of an item by giving them a quick quote. Prices included in a quick quote include add-ons and sales tax, which is calculated based on your default tax settings.

Note: If you need to calculate the price of multiple items and services, edit prices, and save and print a quote, use the Quote and Estimate Writer. For more information, see Creating Brand Comparison Quotes and Writing Estimates.

To give a quick quote

1. Look up the item the customer is asking about or scan its bar code. The Inventory List appears. For more information, see Looking Up Inventory Items or Entering Bar Codes on Quotes.

2. Click Quick Quote. The Quick Quote screen appears.

3. To include the item’s shop charge in the one-unit, two-unit, and four-unit totals, select the Shop Supplies check box. To exclude the shop charge from the totals, clear the check box.

4. Share the quoted prices with the customer.

5. To exit the Quick Quote screen, click OK.