Operations CRM - Add Individual Items to a Quote

1. Navigate to "CRM"

   Products can be added quickly to a quote for a customer in the Operations Portal. To start, navigate to the "CRM" section.

   

2. Click "Quotes"

   Then, click "Quotes". In order to access Quotes, you will need to have the role of "administrator" or "superuser", or have the roles of "quoteEdit" and "accountQuoting".

   

3. Search for the quote

   Locate the quote in the "Search..." field. You can enter the quote number to search.

   

4. Click on the more details icon

   Click on the more details icon to view quote details.

   

5. Go to the "Items" tab

   Go to the "Items" tab

   

6. Click "Add item"

   Click "Add item" to start adding items to quote.

   

7. Selecting from the list

   A list of products willappear. You can select a product from the list.

   

8. Or, enter the product code

   Or you can enter the product code or name to search for specific product.

   

9. Set the quantity and hit "Enter"

   Set the quantity and hit "Enter" to add the product to the quote.

   

10. The product is added to the quote

    The product has been added to the quote.