iotoms Docs

Taking the Guided Tour

The quotation editor has a walkthrough built into it.

  1. Open Sales → Quotations → New Quote (or Edit on an existing draft).
  2. Click Show me how at the top right of the page.
  3. Three stops are highlighted in turn:
    • Quote Details — who the offer is for and how long it stands.
    • Line Items — how to add items and why the price is yours to type.
    • Quote Summary — where the totals are, and how to save.
  4. Use Next to move on, or Skip / Esc to leave at any point.

The tour remembers that you have seen it, so it will not reopen by itself. Show me how is always there when you want it again.