How do I create a sales quote from the product screen?

Please note: we will sunset inFlow On-Premise on July 31, 2024. After sunset we will stop selling or activating new licenses for inFlow On-Premise and stop providing support (including online KB articles).

In the meantime we will still provide technical support to customers with an active Support Plan.

To create a sales quote from within a product record in inFlow On-Premise:

  1. Find the Sell button in the toolbar at the top of the record.
  2. Click the arrow beside the Sell button, a drop down menu will appear.
  3. Click Create Sales Quote.

Creating a sales quote from within a product record

Clicking the Create Sales Quote button from within a product record will open a new sales quote containing that product.

In the image above a sales quote will be created for one Soccer Ball.

Yun Ling
Archon Systems
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
May 10, 2018

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