Please follow this guide to create a quote on the website.
- Click on the three bars on the mpro5 website homepage next to the navigation hub.
Click on Sales & Returns then Quotes from the dropdown. - Select Apply from the bottom of the filter on the right hand side.
- Select the Plus icon from the top left of the results grid.
- A pop up will display with the below fields:
|
Field Name |
Data Type |
|
Quote Number |
Free Text Box |
|
Order Number |
Free Text Box |
|
Description |
Free Text Box |
|
Customer |
Dropdown with available customers in the system |
|
Site |
Dropdown with available Sites in the system |
|
Quote Type |
Dropdown with available Quote Types in the system |
|
Status |
Dropdown with available Quote Status's in the system |
|
Company Name |
Free Text Box |
|
Contact Name |
Free Text Box |
|
Address 1 |
Free Text Box |
|
Address 2 |
Free Text Box |
|
Address 3 |
Free Text Box |
|
Post Code |
Free Text Box |
|
Contact Email |
Free Text Box |
|
Contact Tel |
Free Text Box |
|
Internal Notes |
Free Text Box |
|
External Notes |
Free Text Box |
The system will then display the results.
Please Note:
With the dropdowns, it will also give you the option to create new Customers or Sites.