Schedule Demo
Updated on April 5, 2022

Quote Console

Quote console is used to create Quote and its line items. At the Quote, the user can assign customer, currency, a bill to and ship to address, contacts, etc.

 

By selecting Customer, Contact, Profile, Employee Currency, Bill To, and Ship To Address, a New button will be enabled, and by clicking on it, the user can add products and even configured products in the quote line item.

Whenever the user selects the configured product from the list, It will open a page for the product configurator.

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