Quoting Offset

Overview

This topic assumes you've completed Your First Quote. If you haven't, not a problem, but buckle your seatbelt. On this ride the pace will be quicker.

Print Quote Window

FirstQuote1

Browse Customers (in black panel on top)		F11
Paste Ink Colors		F9
Import Quote for editing (bottom row)		F10
Set Quantities		F12

Making the Letterhead Quote

1.	From the Main Menu, click the Quote button.

2.	Click the F2 button, then double-click Letterheads.

3.	In the Print Quote window, click the F3 button, then double-click 24 lb. Classic Laid, Avon Brilliant White.

4.	Click the F4 button, then select Black plus Color. Click Ok.

5.	Enter PMS 109, then click Ok.

6.	In the Print Quote window, click the Quantities button or press F12. Enter 500, 1,000, and 3,000, then click Ok.

7.	In the black bar at the top of the window, right-click 3,000. Change the quantity to 1,500, then click Ok.

Saving the Quote

1.	In the Print Quote window, click the Rolodex button, the one in the black panel on top.

2.	If you've completed Your First Quote, you will have at least one customer to double-click on. Pick anyone. If you haven't, the window will come up empty. Click the Add button, second from the left. Enter any name in the Company field and click Ok.

3.	Click Ok in the Print Quote window to save the quote.

Making the Envelope Quote

1.	While the Print Quote window is still open, click the Paste Ink Colors button.

2.	Click the F2 button.

3.	Click Envelopes in the black panel on the right, then double-click Envelopes, Size 10.

4.	Click the F3 button, then double-click 24 lb. Classic Laid, Avon Brilliant White.

5.	Click Ok to save the quote, then close the Print Quote window.