Creating a Summary Quote

 

 

With MasterQ-ENT, you can create a quote that includes all of the items a particular customer has an interest in.  This can include items that are currently purchased as well as items you have quoted to the customer.  And you can do it in seconds.

 

This tool can also be helpful when creating a master price schedule for generic customers. 

 

You also have the ability to combine additional customer's purchases and quoted items into the summary quote you are creating.  And of course, you can manually add or remove items as needed.

 

To include items the customer has purchased, you must, of course, also import your sales history periodically.

 

To begin a summary quote, select Summary Quote For Customer from the main menu.