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How to · OmniHorizon AI CRM

Review stock before quoting

A Windows business workspace for customer records, stock, quotes, and invoices, with a local data model. Check the controls in your installed version before acting.

  1. Open the item or stock record and verify its current quantity and pricing.
  2. Select the appropriate customer and build a line-item quote.
  3. Review totals and terms before giving the quote to the customer.

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