Quote Creation
In Cloudy Business Ops 360, the Quote Creation feature allows users to create and manage unlimited quotes for customers. Users can easily generate quotes by adding the desired items and their corresponding variants. This flexibility ensures that quotes are tailored to the customer’s needs, including specific attribute combinations such as size, color, or material.
Quote Creation process as follows :
Select Account Tab ⇒ Select “Sample Customer” account ⇒ Select Create Quote action button on top right as below screen shot.
After Selecting Create Quote action button, all quote fields are populated automatically with Billing addresses & Shipping addresses as below screenshot.
Click the Create button to create a new Quote.
Quote Layout:
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