On the panel on the far-left side of the screen click on QUOTE.
Your Bill of Materials (BOM) will appear.
Click on CONFIRM AND GENERATE QUOTE after reviewing or making any changes to your Component List.
Your customers quote should appear.
You can edit some of your contact details by clicking in the box below your business logo.
To customise your quote, click on the three lines beside the QUOTATION header.
Click any of the options to show or hide various fields
To add an installation cost, click on the dollar value beside Installation and add your cost.
The Pricing Summary shows the breakdown of the Total Cost into your Order Material Cost and the Markup applied, depending on the Customer Type chosen
To add the cost of additional items, click on Extra Items.
Add a description for your extra item. You can choose to show this breakdown on your quote by placing a tick in the box
Add in a description for your extra item and your cost. You can choose to show the breakdown on the quote by clicking the box
Edit your contact details by clicking on the box below your business logo. Only some fields are editable in this screen.
To edit your ABN and Building Licence, click on the downward arrow beside the logo in the top right corner of your screen
Import your business logo to customise your quote, amend or add your ABN and Building Licence number
When complete, click on CREATE PDF FOR PRINTING OR EMAILING
Select from the options on the top, right hand side to print, download, GET ENGINEERING or SHOW QUOTE DETAILS
