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Sales quote from Product record

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

In inFlow, you can make sales quotes from the Main menu and the product record! See below for details.

Please note: This feature is only available in inFlow Cloud for Windows.

Creating a sales quote from within a product record

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

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

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