How to import/add a module into a quote

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 specific list and then module to insert.





All services from the module will now reflect within your quote.



Each service will automatically adjust to the margin assigned to the specific quotation.

**Note: The costs
highlighted in pink have been manually costed during the creation of the module and therefore will stay as is when imported into a quote. Be sure to adjust those costs manually in your quotation if necessary.

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