| ... | ... | @@ -12,17 +12,18 @@ You can easily create a Quote by entering information in the fields provided. |
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Follow few simple steps to create a Quote
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**1.** Click menu icon
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**1.** Click menu icon.
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**2.** Click Quotes under SALES
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**2.** Click Quotes under SALES.
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**3.** Click Add Quote from top right
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**3.** Click Add Quote from top right.
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**4.** Provide necessary information in the fields
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**4.** Provide necessary information in the fields.
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**5.** Click Save
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**5.** Click Save.
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08_17-11-36](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/c87eefc1cfd523cee334f161bc3b63e8/Screenshot_from_2020-12-08_17-11-36.png)
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* **Create a custom list of Quotes**
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| ... | ... | @@ -36,27 +37,27 @@ List view of the Quotes module enables you to perform mass actions like editing, |
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Follow few simple steps to manage operations in the list view of Sales Order module
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**1.** Click menu icon
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**1.** Click menu icon.
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**2.** Click Quotes under SALES
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**2.** Click Quotes under SALES.
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**3.** Click on checkboxes of desired Sales Order records beforehand performing edit and
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delete operations
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delete operations.
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**4.** Click Edit to modify record(s) in bulk
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**4.** Click Edit to modify record(s) in bulk.
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**5.** Click Delete to delete record(s) in bulk
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**5.** Click Delete to delete record(s) in bulk.
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**6.** Click heavy_plus_sign > Create New Filter to create a new view and sort desired
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records in one bucket
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records in one bucket.
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**7.** Click on to edit :
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* Fields to configure fields through Layout Editor
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* Fields to configure fields through Layout Editor.
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* Workflows to set up workflows through Workflows
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* Workflows to set up workflows through Workflows.
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* Picklist Fields to configure picklist fields through Picklist Editor
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* Picklist Fields to configure picklist fields through Picklist Editor.
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* **Operations you can perform in detail view of quote record**
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| ... | ... | @@ -71,12 +72,12 @@ Line Item Details block in Quotes module gives you the flexibility to add Produc |
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Follow few simple steps to manage operations in Item Details block
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**1.** Click menu icon
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**1.** Click menu icon.
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**2.** Click Quotes under SALES
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**2.** Click Quotes under SALES.
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**3.** In the create view or edit view of existing quote record, you can locate the Item
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Details block
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Details block.
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NOTE!
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1. Dependent picklist in Inventory line items to support product hierarchy.
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| ... | ... | @@ -118,4 +119,3 @@ This will display all-round view of relations of Quotes module with other module |
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* Create custom reports and charts and pin it to your dashboard