Quotation

25th Aug, 2024

Quotation List




1. New Quotation

On that section you can add new quotation.


2. Action Menu

In action menu you can do edit, view details, convert to sale, download, clone to quotation and delete.



 Add New Quotation




1. Select Customer

Here you can select customer.


2. Select warehouse or Branch

Here you can select warehouse or branch.


3. Date

Here you can set the date.


4. Valid Till Date

On that section you can set valid to date.


5. Shipping Address

Here you can add shipping address.


6. Attach Document

On that section you can add a document.


7. Discount

Here you can set discount.


8. Discount Type

Here you can select the discount type.


9. Select Product

On that section you can select multiple products.


10. Select Service

Here you can select a service from the list.


11. Save / Draft / Preview

After filling all the required fields press "Save / Draft / Preview" button to complete add new quotation creation.