Creating New Quote - New Ship To 4 of AAA

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

2. Enter “CustomerABC” for the Bill To customer.

3. For the Ship To customer, enter any name you would like.  Just make sure you don’t enter the name of a customer that already exists.

4. Press Tab.

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

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

7. Press Tab until you reach the Quantity field.

8. Enter “4”.

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

10. Enter “AAA” for the item.

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

ID: L1085