Links to Information on a Quote/Estimate
Links to Information on Quote/Estimate are shown in blue.
- In a Quote/Estimate, select the customer’s Name and it will take you to their Transactions page.
Item Description/Inventory Status:
- In a Quote/Estimate, select an item to see its details and also to check how much Inventory is available for particular item.
Unit of Measure:
- By hovering over the Unit of Measure (U/M), a description of that unit will appear.
- By hovering over the Tax Type of a line item, the type of tax that is associated with the item will appear.