Creating Sales Quotation
Last updated
Last updated
To access the Sales Quotation feature, go to the Orders section in the menu.
Then, click on the Sales Quotation button on the left side menu and click the Add New button to create a new Sales Quotation
Fill in all mandatory fields marked with an asterisk (*) and any other required fields in the form. Once you have entered all necessary information,
click on the Save button to save your progress.
Add Products in the Lines and click on Save
After adding products to lines, you need to click on the Submit button. This will initiate the next step, which is to confirm the sales quotation.
To do this, you need to click on the Actions button which will display the Confirm option. Once you click on Confirm, a sales quotation will be generated