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

View the inFlow Cloud version of this article

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
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
May 10, 2018

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