Emailing an Estimate

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Emailing an Estimate

 

Overview

This article explains how email an estimate. It is assuming that the estimate has already been entered.

 

Instructions

From the StockTrac® main menu, go into the Point-of-Sale module.  Retrieve the estimate to be printed either by going into the Today’s Estimates tab or the All Estimates tab.

After the invoice is selected, you will see the More Options… button on the right-hand side of the screen.

Crop

Under “More Options”, click on Email Estimate.  You may see various screens depending on your configuration; the one you are looking for is shown below:

Window Capture 2

Enter the email address of the recipient and anyone that will be copied on the email. The subject line will be filled in but can be changed. You also have the option of entering a message for the email.

Once you have filled in the information, click Send. You should see the following message:

Window Capture c

Click OK.

 

 

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