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- Open a new Orders form.
- Enter customer and order information, as described in Entering Customer and Order Information.
- Change the Order Type to Quotation.
- Add the order lines to the order, as described in Adding an Order Line.
Add an invoice message, as needed, as described in the Adding Invoice Messages.
Note You do not need to specify initial payment information for a quotation order. In fact, you can use payment to automatically change a quotation order to a regular order if desired. See Changing a Quotation to a Regular Order by Applying a Payment.
- Save the order.
- Print an invoice to send to the customer, if needed.
- Use the Print button on the Orders form or run the Report wizard from a view of Orders to generate a report or invoice based on the order(s). See the "Report Wizard" section in the " Reporting " chapter of the Aptify 5.5 User Guide for for information on running reports.
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