User Tools

Site Tools


new:quotation

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
new:quotation [2016/10/07 08:48]
ca
new:quotation [2016/10/07 09:14] (current)
ca
Line 5: Line 5:
 ====Steps for making Quotation== ====Steps for making Quotation==
  
-  - Choose Customer, Fill in necessary Fields.+  - Choose Customer, ​(//Fill in necessary Fields//)
   - Click **Add**   - Click **Add**
   - Go to **Details** and select the Item, Click **Add**   - Go to **Details** and select the Item, Click **Add**
-         * After adding the Item, Price and details ​ will automatically display. +  ​- Go back to Quotation Tab to **Approve**
-         * Fill in necessary details. +
-         * To Edit necessary details like price, discounts etc.,change price, discounts, etc. then Click**Update**//​) +
-  ​ Go back to Quotation Tab to **Approve**+
   - Create ​ Costumer Order   - Create ​ Costumer Order
-  ​* Customer Order created ( //Click the Number// )+          ​* Customer Order created ( //Click the Number// )
   - Approve   - Approve
   - Create Invoice Number   - Create Invoice Number
-  ​* Invoiced Number created ( //Click Invoice number// ) +          ​* Invoiced Number created ( //Click Invoice number// ) 
-  - Post - It is important for GL Interface.+  - Post  
 + 
 + 
  
  
/srv/www/htdocs/wiki/data/attic/new/quotation.1475830122.txt.gz · Last modified: 2016/10/07 08:48 by ca