Datamotohttp://datamoto.com

Beginner’s 1 and 2 demo covered:

Configuring the application

Loading clients and inventory

Here we will cover:

Creating invoice and quote

Click on Quote

Creating or working on a Quote

Click on Add to create a new Quote

Typing * will list all the existing customers. You can type first few letter of the Customer’s

name to shorten the list.

Add new Customer

Set this if quote is for Service

Click here to enter the line items

Select a customer

If needed, select shipping methods

Typing * will list all the existing items from inventory. You can

type first few letter of the item code to shorten the list.

Type any text for customer

Adjust quantity

Save the Quote

Click to edit or email PDF to customer

To check PDF file

Your quote in PDF

Email PDF file

Datamotohttp://datamoto.com

Send Email

If you generate Service Quote…

To change header, adding or removing columns, check creating template demo

Creating or working on an Invoice

• Create an invoice from an existing quote

• Create an invoice without quote

Click on Quote

Create an invoice from an existing quote

Click to edit

Click to convert

Click

Enter if needed

Fix this if needed

Save to create

You just created a new invoice from a quote

Click on Invoice

Create an invoice without a quote

Click

Select a customer

Click

New customer? Add

Type * or any matching characters to list

customers

Type * and Select an item from inventory

Click to create

To change header, adding or removing columns, check creating template demo

You just created a new invoice

Datamotohttp://datamoto.com