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In the video tutorial, the presenter explains how to create a quote for a customer. To start, you access the contact list and search for the intended customer. Once their profile is pulled up, you click on the quotes icon, which displays previous quotes and allows you to initiate a new one. You need to enter details such as the customer's name, the number of people, type of order (pickup, dining, or delivery), callback number, and payment method. Additionally, you fill in the pickup or delivery date, time, any special instructions, and the staff member who took the order. Finally, you can select order items, like a "super deluxe barbecue bar," and specify the options the customer wants.
