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From All n One's bxp software Wixi
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====Expanding Editing the QuotationQuote====
Once the new quote has been opened it will automatically be redirected to the edit Quotation menu so you can populate it with further details. The edit menu is divided up in to three tabs:
The Quotation Details tab (pictured above) is where the client details and contract information is stored. Here you can change the status of the Quote and the duration of the proposed contract. The client information is static and pulled directly from the Client record and the total recurring and once-off prices are calculated automatically based on the contents of the Products/Services tab.
[[File:WasteManagement-Quotations3.jpg|800px]]
====Adding Items to the Quotation====
Items are added to a Quotation through the Products/Services Tab. To add an item, select the product or service you want to add to the Quote from the Product list, then set the payment frequency in the field next to it. Finally, click on the Add button to confirm.
[[File:WasteManagement-Quotations4.jpg|800px]]
All Products and Services already included in the Quote will appear in a list at the bottom of the tab. As you add new items to the Quote, this list will fill in with the options you select.
