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How Do I Create a Quote in SugarCRM using Magic xpi? (Magic xpi 4.1)

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Created ByKnowledge Migration User
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How Do I Create a Quote in SugarCRM using Magic xpi? (Magic xpi 4.1)

To create a quote in SugarCRM using Magic xpi, follow these steps:

  1. Use the SugarCRM XML interface to create a quote.

  2. Use the Create Product Bundles method to create a product bundle.

  3. Create the products that you want to have in your quote, making sure that you define values such as quantity, price, and relevant discounts.

  4. Use the Link method to link the product bundle and the products.

  5. Use the Link method to link the quote and the product bundle.

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