The Quotes sub-section allows you to view a summary of all quotes, displaying this information in a chart and as an overview. From here you can also create new quotes, for individual customers, contracts, and projects. You can choose to either save the quote, or save and send to the appropriate customer.
Creating a Quote:
1. Go to Main Navigation > Quotes
2. Click the New Quotes tab
3. Select the customer, contract and project
4. Click New Quote to start creating a new quote
Adding a Product or Service that is Already in your Inventory:
1. Click the Add icon
2. Select Products or Services
3. Choose the product/ service category
4. Choose the product/ service from the drop down list
5. Enter the quantity
6. Enter any discount if applicable
7. Select the VAT rate
8. Click Save to submit this to Clarity365
Adding a Product or Service that is not in your Inventory:
1. Click the Add icon
2. Choose Manual Entry
3. Enter a description of the item
4. Enter the quantity
5. Enter the net value
6. Enter any discount if applicable
7. Select the VAT rate
8. Click Save to sumbit this to Clarity365
5. You can also add up to 3 supporting files. Click Choose File and select the appropriate document to upload and click Add
To remove the file, click Remove
6. Once you have finished adding lines, click Save to save to the system or Save and Send to Customer to send this to a customer for approval.