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new:quotation [2016/10/07 08:49] ca |
new:quotation [2016/10/07 09:14] (current) ca |
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====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. | ||
- | * 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** | - 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 |
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