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Quotations
Sample image for Quotation page
Steps for making Quotation
Choose Customer, Fill in necessary Fields.
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 ClickUpdate)
- Go back to Quotation Tab to Approve
===Create Costumer Order===
- Customer Order created ( Click the Number )
- Approve
===Invoice===
- Invoiced Number created ( Click Invoice number )
- Post - It is important for GL Interface.