Go to the AscentERP Quote Tab -> Click on “New”
This screen is a filled out quote header screen. The only mandatory field is the Customer Account field. In this example, the following fields have been entered:
- Quote Name
- Customer Contact
If you click “Create Quote” from the Opportunity link the Quote will reference the Opportunity you have created it from.
If you convert the quote into a Sales Order, the Sales Order will reference both would have been copied into the Sales Order field. Review image below.