Under Construction
Summary List
see Data > General Event Information > Summary List
Summary
Quotes are mainly used for larger future orders, often for Events such as weddings, they then transform into Sales.
Sidebar
Customer
Customer
see Sales > POS Sale > Sidebar > Customer
Quote Date – The date of the quote, will default to today.
Sales Person – The person who took the quote, defaults to the person who is logged in
Event Name – Name of the event that the quote is for if applicable.
Confirmed – Quote is confirmed but is waiting on details
Delivery
Recipient – Who the quote is to be delivered to
see Sales > POS Sale > Sidebar > Customer
Use Address – A button to mass set addresses on the line items
Confirm Quote – This is how a child event for the quote is generated when a sale is finalized
Other Info
Occasion – The occasion type the quote is for
Occasion Date – the date of the occasion
Email Document – This “widget” will send a pdf of the current event to the emails in the textbox (blue) via the email buttons (red and purple) the email with a message will open a popup with a text area to add an additional message to send along. The get address button (yellow) will pull email addresses from the various entities attached to the event. Finally the print button (orange) will generate a copy of the pdf for printing.
Comment – Generic comment for the quote
Line-Item List
see Sales > General Event Information > Line-Item List
Total Section
see Sales > General Event Information > Total Section
Line-Item Popup
see Sales > General Event Information > Line-Item Popup > Details