Introduction - Quotes

P4 Books Cloud Accounting - Quotes

A Quote is a proposal you send to your customers detailing all the items and their prices that you plan to sell them. Once the customer accepts the quote, you can convert it into a sales order or an invoice.

To create a Quote in P4 Books:

• Go to Sales and select Quotes.

• Click + New in the top right corner of the page.

After clicking New you will see the screen above — select a customer and a warehouse and click Submit.

On this screen you can add your products and services and then email the quote to your customer.

Remember that if you purchase products in boxes, configure Packsizes so you can easily sell boxed products.

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Next: Sales Orders · Related: Customers