Use the following procedure to create a Quote/Estimate from the POS Header screen.
To create a quote/estimate, you must have security bit 76 "Allow orders, special orders, and quotes in POS," and bit 563 "Allow quotes and estimates."
From the POS Header Screen, press F6-Estimate to start an quote/estimate or open quote.
Review the customer information that displays. Enter or change information if needed.
For more information about some of the boxes on the Header Screen, click on the box name below.
When all the information is correct, press Enter.
Go to the topic "Posting Items to Saved Transactions."
See Also