How do I create a sales quote directly from a product or customer record?

To create a sales quote from within a product or customer record in inFlow Cloud:

  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.

Creating a sales quote from within a customer record

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

In the image above, a sales quote will be created for the Retail Store customer.

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