Look up the part in Pinnacle.

In the Search Results screen, select the part you are quoting.

      NOTE: If a Sub Assembly part E.G. Door, Bootlid, Tailgate - An Assembly Part Window will pop up.  This will indicate what's left       in this part that you are quoting.  Select OK.

Click on the "Quote" button.

This Order Wizard window will pop up.

For Trade Customers, start typing their company name then click on the binoculars icon and choose the correct one.  Click on Next.

For Non-Trade Customers:

Right-Click in the box; select "Add Quick Customer" from the drop-down list.

Click NEXT.

Type in the Customer's Name and their phone number, if they give it to you.  

Click OK.

This is not necessary to enter in, if you don't have the name. If you get the customer's name (Trade Customers), enter it here.

Click NEXT.

In the Pricing screen, Enter in the TOTAL price, INCLUDING GST and Warranty Cost.  

Click NEXT.

ALWAYS, select No Warranty.

Click NEXT.

In this screen we will select "Open Order" to enter in Warranty Notes.

Click NEXT.

Select Public Comments to add the Warranty information.

If you have any Private Comments to add, select Private Comments and enter them as well.

The warranty information will look like the example below.

If you offered an alternative warranty cost, be sure to add that information.

Click OK.

If you go to the Preview tab to view the Quote, you'll see the notes you've entered.

To Print the Quote, click in the "Quote" checkbox.

To Email the Quote to the customer, click in the "E-Mail Quote" box.

To do neither, just leave the boxes unchecked.

Click on "Save" and this will save the quote.