How to enter a customer quote

To create a customer quote follow the steps below:

1. Start by creating a new sale with a customer. Refer to the knowledgebase article: 03. How to perform a sale in Swim
2. After selecting the customer, click on 'Customer Quote'.
3. Add the items to the sale that you are quoting on 
4. Note: These can be stock or non stock items.  You can also 'build' a non stock item (see below).
5. When an item is in a Quote stage, there are no payments associated with the sale.
6. Click to print the quote 
7. Click exit

You can build an item with components to work out your cost and sell price. To do that, follow the steps above, adding a non-stock item to the quote.  Once the non-stock item is on the quote, click on the description to bring up the workorder popup. Select the 'cost' tab. Then enter the components (one at a time) that will make up the piece. These can be from stock, or not from stock. When you have finished costing the item, click on the first tab to see and if necessary, update the quote price. You can also select the workorder tab and add in any job details or comments.

Note: A quote is not a sale, so the stock items entered are for reference only and will not be removed from stock.

Note: To make the quote into a sale, find and open the quote and click on make into sale or make into layby in the further details section located at the bottom of your screen.

• To watch the video on how to enter a customer quote, click here.
• For more advanced quote features take a look at this video here.