Creating a Sales Quote

Creating a Sales Quote is the initial step in the sales process, allowing you to provide potential clients with a detailed estimate of the products or services they are interested in. This brief guide will walk you through the process of creating a sales quote in SapphireOne.

1. Navigate to Inventory > Sales > Data Entry and select the Quote Client Invoice option (QCI).
2. Enter the Client ID directly or search an existing Client by using the @ symbol to search.
3. Add inventory items to the Sales Quote by using the green + button or the Command / button combination.
4. Enter the Quantities required for this quote.
5. SapphireOne will automatically enter the rate set up for each Inventory Item or service.
   • You may overwrite this and enter the rate manually if required.
6. Save the Sales Quote by clicking the Save button on the main toolbar.

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