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Color Code: Purple
Created By: Shannon Scoffield
Created Date/Time: 4/23/2019 3:51 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 4000
Template/Type: User Guide
Title/Caption: 4.57 - Quotes
Start Date: 4/23/2019
Main Status: Active

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Notes:

4.57 - Quotes

-Related (brother or cousin) to an invoice -

-A saved shopping cart - so you can restore it back to the active cart or edit things before it is finalized for invoicing, you can send it out as a quote so you can still work with it... you aren't quite ready to finalize & commit it yet

-So it is a definite buddy with customers & invoices

-Quotes can hold stock units, elements or time... basically anything that an invoice can do, a quote can do, except progress through checkout, then you will have to restore that to the cart & finish out the process as an invoice

-Quotes a prep/holding spot or to quote a job/service

-If you are just learning adilas, this is a great spot to spend some time b/c you don't hurt anything at all. It doesn't alter any sort of financials or inventory or anything so it is a great resource for practicing! :)