Sales quotes are just like a sales order however they don’t count against your inventory (i.e. they don’t affect your available stock) so this is often a good way to make placeholder orders for your customers. You can create a new Sales Quote by:
- Going to Main Menu > Sales > Sales Quote
- Filling in the Customer info
- Selecting the items you’d like to quote
- Clicking Save
Once you’re ready to create a sale from this quote simply click the convert to order button at the bottom and you’re done!
