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Creating Quotes

Quotes can created in a number of different ways:

Quotes are warehouse dependant and a sales order created from a quote is created in the same warehouse that the quote has been created in.  Unlimited snapshots can be created for a quote.  Repeating instructions can be established per snapshot and sales orders created from the selected snapshot.

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New Quote

Repeating Instructions

New Snapshot

Copy Quote

Copy Sales Order to a New Quote

Closing a Quote

Re-open a Quote