Creating New Quote - New Customer 2 of AAA 3 of BBB

1. From the Sales menu, choose Add New Quotation (Shortcut keys: Ctrl+F5.)

2. Type in any name you would like for the Ship To customer, just make sure you don’t type in the name of a customer that already exists.

3. Press Tab.

4. Click Yes when asked if you would like to add a new record for the customer you entered.

5. Enter the appropriate data for the new customer, and click Save & Exit.  (The new customer’s information should now appear on the quotation.)

6. Press Tab until you reach the Quantity field.

7. Enter “2”.

8. Press Tab until you reach the Item# field.

9. Enter “AAA” for the item.

10. Press Tab until you reach the Quantity field for the next line item.

11. Enter “3”.

12. Press Tab until you reach the Item# field.

13. Enter “BBB” for the item.

14. Press Tab until you reach the Quantity field for the next blank line item.

ID: L1084