Quoting

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The first stage in the process is to provide a quote to the buyer for the product(s) they want. The quoting process in Fulcrum is laid out below.

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Please note, that as updates are made to the quote, the page will autosave.

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Create a Quote

Navigation: Sales → Quoting

  1. Click + Quote.
  2. Select the customer or create a new customer
  3. Select Create Quote to create a new Draft quote.

Adding Line Items to Quote

Navigation: Sales → Quoting → [Quote Record]

  1. Once a quote is created, you can click the Add Item button in the Summary table to add Items to the quote.

  2. If a new item needs to be created, you can select Add Otherand then select New Item

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Pricing Methods

Navigation: Sales → Quoting → [Quote Record] → [Select Line Item]

There are multiple ways to enter pricing for your quotes - manual / set pricing, margin based pricing, T&M pricing, or pricing using shop rates.