How to create a Sales Quotation?
Step 1:
Click on the menu list button. Select
“Sales” from the module list.
Step 2:
Click on the “Create” button from the
sales quotation list-view page.
Step 3:
Now you need to fill in field details for creating a Quotation. Below are the
details:
- Customer name
- Quotation template
- Quotation expiration date
- Payment terms
- Product details from the Order line
- Optional product
- Sales, Delivery, Invoicing details from Others details
- Terms & Conditions
Step 4:
Click on the “Save” button.
