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
- Find the Sell button in the toolbar at the top of the product record.
- Click the arrow beside the Sell button, and a drop-down menu will appear.
- Click Create Sales Quote.
Clicking the Create Sales Quote button from within a product record will open a new sales quote containing that product.