Works onWeb and native quotations
Follow these steps
- Open Quotations and choose the correct customer/branch.
- Add the items, quantities, proposed prices, validity and notes.
- Save the quotation as a draft and review the totals.
- Use an available print/PDF/email option to send it.
- Update the quotation status as the customer responds.
- Make the actual sale separately when the customer is ready to purchase.
Important
Quotation acceptance alone does not deduct stock or record collected money.