How do I create a sales quote from the product screen in inFlow Cloud?

In inFlow, you can make sales quotes from the Main menu and the product record! See below for details.

Please note: This feature is only available in inFlow Cloud for Windows.

Windows

To create a sales quote from within a product record in inFlow On-Premise:

1. Find the Sell button in the toolbar at the top of the product record.
2. Click the arrow beside the Sell button, and a drop-down menu will appear.
3. Click Create Sales Quote.

Creating a sales quote from within a product record

Clicking the Create Sales Quote button from within a product record will open a new sales quote containing that product.