From the BusinessMind home page click on the Contacts link.

From the Contacts home page locate the Create A New Order link and click it

This will bring up the New Quote entry window

Click into the To field and begin typing part of the contact name that this quote/order is for.

Select the contact from the results to add them to the quote / order.

Fill in any other info you may require like Reference, Tracking, ect....

Utilize the Add a new line button to add a line to your quote / order.

Begin typing a model number in the provided field.

Select it to add the model to the quote / order.

Repeat for any models you would like to add to the quote / order

When ready click the Save icon to save your quote.

When your quote is saved you will be brought to the detail view of the created quote. From the quote detail view you can continue to modify your quote as well as print your quote. When ready you can utilize the Convert to Order button to convert your quote to an order. Please note, once converted to an order you can no longer add line items.

For more information on what you can do from the Quote detail view click here.

For more information on what you can do when the quote has been converted to an order click here.