How to make a sales quotations
Point!
- To access quotations, click on "Quotation" under Sales in the sidebar.
Quotation List
- Here, This page shows details such as date, branch, reference no., customer, quantity, total amount. you can also view details , edit , delete etc.
Point!
- From the sidebar, click the 'Quotation list' access the sales module.
Add Quotation
- You can access add quotation from quotation list or add sales page .
Point!
- click the ' Add Quotation ' to save in quotation list.
- Click the 'Save as Quotation ' button to add quotation .
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Point!
- Click the 'Save as Quotation' to save information in Quotation page.
Edit Quotation
- From quotation list page , you can access edit quotation page
Point!
- Click the 'Edit' access the edit quotation page.
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- You can edit all information except branch.
- On the edit quotation page, you can either complete the sale or save it as a quotation.
Point!
- Click the 'Update quotation to update information in Edit quotation page.
Quotations view
- You can access quotation view page from quotation list .
Point!
- From the quotation list, click the 'View' to access the quotation view page.
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Delete Quotation
Point!
- To delete quotation , click 'Delete' button.
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Point!
- To confirm deletion, click the 'Yes, delete it' button. To cancel, click the 'No, don’t delete' button or anywhere outside the modal.
Print Quotation
Point!
- To print quotation , click 'Print' button.
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- If you would like to include your business’s Terms and Conditions on your Quotation print, please enter the details in the Invoice Settings section.
Point!
- To access invoice settings , click on "Invoice Settings" under Settings in the sidebar .
- To save terms and conditions in quotation print, click on "Update" button.