Creating QuotesQuotes can be created and linked to relevant entities to support your financial tracking and reporting workflows. |
Creating a Quote Manually
To manually create a new Quote:
Navigate to the Quote section within the Finance module.
Click the ➕ Add button.
In the quote creation form, you will be prompted to link the quote to an entity.
You can choose to link the quote to either a keep it unlinked as a stand-alone quote, or link it to a Job or Work Order.
Creating Quotes from a Work Order
To create a quote from a Work Order in Prestartr, access the Work and navigate to the Transactions tab.
From the Transactions tab, click Create New Quote in the top right.
Now, select the Material, Labour, or Purchase Orders you want to add to the quote.
With the Items selected, click Generate Quote in the top right.
The Generate Quote window will display, from here you can choose the Quote Method and the Issue Date for the Quote.
Click Generate to create the Quote.
The quote will appear in the Quotes section, where it can be edited, approved, or printed as needed.