SSF Ops — Simple Smart Field Services Operations

SSF OPS WIKI

Create a multi-item quotation

Quotations · Company administrator · Available

Choose customer branch; add each material or service as a separate line.

Illustrative demo image of Create a multi-item quotation
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Sign in with a role allowed to access quotations.
  2. Open Quotations and choose Create a multi-item quotation.
  3. Review the customer and company site context where this function uses them.
  4. Complete or review these controls: Customer, Branch, Title, Valid until, Description.
  5. Choose customer branch; add each material or service as a separate line.
  6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

  • Customer
  • Branch
  • Title
  • Valid until
  • Description
  • Quantity
  • Unit price
  • Discount %
  • Tax %

Guide updated 2026-09-27. Release changes must update this page and its image together.

Create a multi-item quotation | SSF Ops Wiki