Video tutorial
Step-by-step
1. Press Quotes.
2. Press New to create a new quote.
3. Search by Name Description, Name Id City, or Phone and Select the customer you are looking for.
4. Review the credit check, press Next
5. Search by the items Name, No, or Category and Select the item you are looking for.
6. Provide the quantity amount and price, press Done.
Note: To add more than one item press Add Another instead of Done.
7. Press on the Quote option.
8. Press Finish to complete your Quote.
- Leave remarks if you would like.
Note: The created quotes can be reviewed in the AGRIS Sales App or the AGRIS Sales Review website.
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