Create a new Quotation

Overview  

The following video explains how you create a new quotation. There are step-by-step instructions below the video.


Steps 

  1. Select New Sales Order from the blue button at the screen.
  2. Use the filters to find and select the customer you wish to create the quote for.
  3. Change the sales order Type to Quotation.
  4. Add the stock items to the quote and save the quotation when finished.


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