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Dividing a quote into sections
Quotation Sections
From here you can also create Kits from the sections or add sections to an Order
Hint: Start each section name with a 3 digit number eg 001, 002, 003 etc. This will allow you to re-position
the sections by changing the prefix.
A quotation is normally divided into sections (Main Distribution, Lighting, Heating, Testing etc). The name of the
active quotation section is displayed on the top left corner. When you start a new quotation a blank section is
created for your called ‘Untitled Quotation Section’. Click either on the quotation name or on the down arrow next
to it to display the
window where you can add more sections or change the name of a
section.
Quotation Sections List
Click here to copy
the section you are
currently highlighting
To insert a new blank
section click here
Click here to save a
section as a Kit,
allowing you to import
it into other sections
