Knowledgebase Sales and invoices How to Generate Quotations

How to Generate Quotations

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How to Generate Quotations

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Ubong

Uploaded on 2024-08-15 11:27:09

This lets you generate and send sales quotes to your customers.


Step 1: Select "Quotations" on the sidebar and click on "Generate Quotes"



Step 2: Complete the information, add store branch, recipient, salutation, date and other necessary notes.



Step 3: Proceed to add the product or service information



Step 4: Select "Create" after review of the information and the quotation will be generated



P.S. The quotation can be edited, sent to a customer, downloaded or printed.