How to Create a Quote

Go to Orders > Create Quote
​
​

If applicable, select store location > add Quote expiration date
​
​

Search for customer or add new customer (fill out new customer form and add billing/delivery addresses)
​
​

Add Renter information/Proof of Insurance/Custom Docs if required
​
​

Select if this will be a cycle billing order. If yes, select if you would like automatic payments turn on
​
​

Add all products to the quote > Add the rental end and start date/time > Select pickup or delivery > Add to order
​
​

Add units to all products (only applicable if using Tracking by Serial Units in General Settings) > edit any fees, discounts, taxes, delivery rates, etc. as necessary.
​
*Note* Only numbers in blue can be edited
​

Create Quote
​
​

Return to the Orders screen to see the quote
​
​

Approve the quote from the orders page or click into the quote to approve
​
​