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How to save a quote as a module
A module can also be built from the “Quotes” Tab. Within this Tab, follow the steps on “How to create and build a quotation”. Once the quotation has been created, click “Save as module” on the “Program Detail” Tab. A new window will now appear. On ...
How to import/add a module into a quote
Once the quotation shell has been created, click “Import a module” on the “Program Detail” Tab. Insert the day number on which you would like the module to start and then click “Import”. A new window will appear which will allow you to choose the ...
How to create a new customer
Once you have performed a very thorough search to make sure the customer isn’t loaded, click on the “New” button. A blank template will open as follows: Complete the information as necessary on all of the tabs and click “Save”. The new customer will ...
How to create a new quote
Select the “Quotes” Tab from the menu on the left-hand side of the screen, and click on the “New” button: A blank quote template will now open in the “General Information” Tab: Complete each field as necessary: Document No: Do not fill this in – The ...
How to search for a quote
Select the “Quotes” Tab from the menu on the left-hand side of the screen. You are able to search for quotes using the following filters: Consultant Quote: Search by selecting the name of the consultant. Origin: Search by the location of the agency ...