MyBusiness Reseller

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Course content

My MyBusiness account
- Create/Migrate my MyBusiness account (And accept a manufacturer's license)
- Reset my MyBusiness password
Setup of my MyBusiness space
My projects
- Create a standalone configured project (not associated with a quote)
- Generate a quote based on a standalone configured project
Create a quote
Manage a quote request
- Manage a received quote request
Purchase order
- Convert a quote into an order with my supplier

Duplicate a full quote

Go to the “Sales” menu in your BatiTrade space and select the quote you wish to duplicate.

Once on the quotation page (here quotation number 21110016) click on the “Action” button then “Duplicate”.

The new estimate is created (here number 21110017), you can modify its information, like the customer, then click “Save”.

We can see that both quotations, 21110016 and 21110017, appear in the “Sales” menu.