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SALES CRM, Sales, and POS task guide

Maintain Price Lists and Create Quotes

8.4.1 Maintain Price Lists and Create Quotes Open Price Lists to review current item pricing. Create or update the price list if changes are approved. Open Quotes and select New Quote. Add customer, items, quantities, discounts, and expiry date. Save the quote draft.

8.4.1 Maintain Price Lists and Create Quotes

Open Price Lists to review current item pricing. Create or update the price list if changes are approved. Open Quotes and select New Quote. Add customer, items, quantities, discounts, and expiry date. Save the quote draft.

Source: Eprecus user manuals, vol-05-crm-sales-pos.pdf