- [Instructor] After adding quotes,
you may want to mail them to the customer.
So I can go to a quotes golden arrow
and let's go back to Stages again
and I can find the sales quote.
I can click on this to pull it back up
and say okay, now I've got to send this
to Nova to get the quote.
So I'm going to go over here
and you'll see on the top here,
the Business One Mailer.
I can click on this
and it'll ask me if I want to add an edited report
to the email?
And I'll say Yes.
It will create the report,
attach it to the email
and then I get a screen to set up the email.
You'll notice it's already set this
to go to the correct email address.
And over here on the subject,
you'll be able to see something
where you can put something in.
So it says RE: Quote for your order.
And you put in here
here is your quote for those servers and tablets.
And you can put more of a message if you want.
Okay, and then you'd go ahead and hit Send.
And it would go ahead and send it.
If you want more attachments,
you can always add more attachments to it
with the attachments thing.
And you can see we already have the one attachment here.
If you want to display it and take a look at it,
check to make sure it works.
You can click on it and hit Display.
And there's our sales quote.
And then you go ahead and hit Send depending
on what you want to do.
Now, I'm going to hit Cancel
'cause I don't have an email client
on this computer.
So I'm just going to hit Cancel.
By the way, another thing you can do
is print this out if you're going to mail it.
So you can hit the Print button here.
If you want to preview it on the screen,
you can also hit the Preview button over here.
And that will compute and send out to your screen a copy
of the AR Sales Quotation.
And there it is in all its glory.
So you've seen how to get quotes generated in the system.
And how to send them to customers.
So now we'll need to negotiate and close the sale.