How to save a quote as 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
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.
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 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 convert a quote into a booking
Select the “Quotes” Tab from the menu on the left-hand side of the screen. Search for and open the desired quotation. On the “General Information” Tab, select the version you would like to be converted into a booking. Click “Create Booking”: A new ...
How to build a module
Select the “Modules” Tab from the menu on the left-hand side of the screen. Personal modules: Modules exclusively for your own use. Shared modules: Lets you share the module with other consultants. Company modules: Standardised modules used for ...
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 ...