Links to Information on a Quote/Estimate

Links to Information on Quote/Estimate are shown in blue.


Customer Information:

  • 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.


Tax Information:

  • By hovering over the Tax Type of a line item, the type of tax that is associated with the item will appear.