Creating a Sales Quote

Creating a sales quote is the first step in the sales process. It allows you to provide potential clients with a detailed estimate of the products and services they are interested in. This guide will teach you how to create a sales quote in SapphireOne.

1. Navigate to Inventory > Sales > Quote Client Invoice.
2. Select the “+” button to create a new quote.
3. Enter the client details or select an existing client.
4. Add the inventory items to the quote by selecting the “+” button.
5. Enter the quantity and verify the pricing details.
6. Save the quote by clicking the Save button.

For more details, visit the Inventory > Sales > Quote Client Invoice article.