Quote from a customer's list

Paste what they asked for, one part per line. We match it to your stock, and nothing is created until you say so.

About 2 min · Selling: people allowed to sell

The quote from a customer's list screen
  1. Open Quote from a list

    Sell > Quotations, then Quote from a list.

  2. Say who it is for

    Start typing a customer name and pick them.

  3. Paste their list

    One part per line. A quantity can come before or after the part number, and you can add a condition such as OH or SV.

  4. Match to my stock

    You see what you have, what you do not, and can start the quotation from the matches.

Tip: Up to 100 lines at a time.