Fill your company data and establish your quote settings like colors, quote prefix, tax rate and trade and payment conditions.
Before making quotes.
Access to Management → Categories to define the types of products that you will have in your inventory (e.g. plants, software, vehicles, etc). Each category will have a code to build the catalogue number of each product.
Enter to Management → Catalogue to add all the products to your catalogue, you can specify the prices of the product both in US Dollars and Mexican Pesos to avoid changing conversion rates.
The option Management → Accounts allows you to add Accounts (companies) or groups of clients to which you are going to sell your products.
To add clients to these accounts use the menu Management → Clients. You can also add a new client without an associated account.
In case that you are not the only user that will ellaborate quotes, the option Management → Authors allows you to add new authors.