GEM-CAR FAQ

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Retrieve Client's Estimate

From the Point of Sale, add the Client for which you would like to retrieve an estimate.

A pop-up window will ask: "This customer already has unfinished sales. Do you want to display them instead of creating a new one?" Answer Yes.

Select the estimate you would like to retrieve from the list by clicking on it.

 

Other articles on the subject:

Finding an Estimate Using the Recently Opened Tool

Finding an Estimate Using the Search Tool

How to Delete an Estimate 

Finding an Estimate Using the Vehicle Number

Add Jobs to My Estimate 

 

Posted 4 months agoby Olivier Brunel
#7055 viewsEdited 1 month ago

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