Quotation

A price offer given to a customer before creating a sale. No stock movement and no accounting entry occurs until converted to a sale.

Step 1: Go to Quotations

Ø Click Sales → Quotations

Ø The Manage Quotations page opens.

Step 2: Use Filters

Ø Business Location → Select branch/location

Ø Customer → Select customer

Ø Customer Company Name → Search company

Ø Invoice No → Search quotation number

Ø Date Range → Filter by dates

Ø Ledger → Filter by ledger

Ø User → Filter by creator

Ø Service Staff → Filter by service staff

Ø Click Filter to apply filters.

Ø Click Reset to clear filters.

Ø Date → Quotation creation date

Ø Invoice No → Quotation reference number

Ø Customer Name

Ø Contact No

Ø Location

Ø Total Amount

Ø Service Staff

Ø Ledger

Ø Sale From