Managing Sales Quotes

In this video, we walk you through how to manage quotes in Unleashed, including viewing, filtering, and customizing grid layouts. Learn how to locate specific quotes using filters, spot overdue quotes, and set up custom layouts for future use. We’ll also guide you through opening and editing quotes, accepting or cancelling them, and converting quotes into sales orders. Additionally, we’ll clarify how stock levels and accounting are unaffected during the quote stage, as no stock movement occurs until a sale is confirmed.