Quotes

The Quotes area lets you create commercial quotes for customers and keep track of their status in Novasis.

Viewing Quotes

Use the quote list to review existing records, their status, and the related customer. The fields you see can vary according to your organization's setup.

Creating a Quote

Complete the fields shown on the form, select the related customer, and save the quote.

Depending on your setup, a quote can include information such as a quote number, customer, status, date, and amount.

Linking a Quote to a Customer

Linking a quote to a customer makes it easier to follow related work for the same customer in Novasis.

For day-to-day income and expense tracking, see Operational Finance.