How to save a quote as a module

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 the left-hand side of the screen, select the day or days you would like to turn into a module.
On the right-hand side of the screen, complete the information as necessary.
**Be sure to select the correct “Module List” before clicking “Save”.



A new window will open asking if you’d like to go back to the quote, or edit the new module.



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