Service providers : Back-office operations : Adding customer quotations : Adding customer quotation lines
Adding customer quotation lines
You can add quotation line(s) to a customer quotation.
Procedure
1. Go to Order details > Customer quotations.
2. Select the customer quotation to which you want to add the quotation lines.
3. Go to Order subdetails.
4. On the action panel, select the type of quotation line you want to add.
the following types of quotation lines are available:
◦ General revenue quotation lines
◦ Labor hour quotation lines
◦ Material cost quotation lines
◦ Subcontractor quotation lines
5. Complete the fields on the data panel.
For information on the available fields, refer to Customer quotation lines - fields.
6. Click Save.
You have now added a quotation line.