Create New Quotation/Invoice or Purchase Order Record

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Introduction

Using My-CRM

»	Logging onto My-CRM
»	Setting up My-CRM
»	Setting up User Access
»	Synchronise Outlook
»	Navigating around My-CRM
»	Create New Customer Record
»	Create New Opportunity
»	Create New Quotation/Invoice or Purchase Order Record
»	Create Recurring Invoice
»	Copy Existing Invoice
»	Record Invoice Payment
»	Item Maintenance
»	Create Discount Item
»	Create Project/Issue
»	Enter Project Time & Billing
»	Create Project Invoice
»	Create Diary Event
»	Using My-CRM on Network
»	Email Settings
»	Importing Data
»	Attaching Document
»	Contact Clipboard
»	Invoice Clipboard
»	Filters
»	Sending Emails
»	Mail Merge
»	Modifying Reports & Invoices

Click on the "New Quotation" button to create a new quotation . You will be presented with the following screen

Details

To add items to your opportunity, click on the "Add Item" button

Item

Once you are happy with your record record you can Preview, Print or Email to your customer

Invoice/Quotation/Purchase Order

If you choose to email your invoice or quote, it will be sent in PDF format.

You will need to inform your customers that if they dont already have Adobe Reader they will have to download it.

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