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new:quotation

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Quotations

  • A formal statement setting out the estimated cost for a particular job or service

Sample image for Quotation page

Steps for making Quotation

  1. Choose Customer, Fill in necessary Fields.
  2. Click Add
  3. 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 - Create Invoice Number * Invoiced Number created ( Click Invoice number ) - Post - It is important for GL Interface.
/srv/www/htdocs/wiki/data/attic/new/quotation.1475830122.txt.gz · Last modified: 2016/10/07 08:48 by ca