Please follow this guide to create a quote on the mpro5 website.
Step 1) Click on the three bars on the mpro5 website homepage next to the navigation hub.
Step 2) Click on Sales & Returns then Quotes from the dropdown.
Step 3) Select Apply from the bottom of the filter on the right hand side.
Step 4) Select the Plus icon from the top left of the results grid.
Step 5) A pop up will display with the below fields:
|
Field Name |
Data Type |
|
Quote Number |
Free Text Box |
|
Order Number |
Free Text Box |
|
Description |
Free Text Box |
|
Customer |
Dropdown with available customers in the system |
|
Site |
Dropdown with available Sites in the system |
|
Quote Type |
Dropdown with available Quote Types in the system |
|
Status |
Dropdown with available Quote Status's in the system |
|
Company Name |
Free Text Box |
|
Contact Name |
Free Text Box |
|
Address 1 |
Free Text Box |
|
Address 2 |
Free Text Box |
|
Address 3 |
Free Text Box |
|
Post Code |
Free Text Box |
|
Contact Email |
Free Text Box |
|
Contact Tel |
Free Text Box |
|
Internal Notes |
Free Text Box |
|
External Notes |
Free Text Box |
The system will display the results.
Please Note:
With the dropdowns, it will also give you the option to create new Customers or Sites.
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