Quotes

How to create a Proforma Invoice
Toggle on the quotes feature if this does not appear in your menu Step 1. Navigate to Sales > Quotes  Step 2. Click on the Create qu...
Thu, 21 Jun, 2018 at 4:12 PM
How to create an Estimate
Toggle on the quotes feature if this does not appear in your menu Step 1. Navigate to Sales > Quotes  Step 2. Click on the Create qu...
Thu, 21 Jun, 2018 at 4:12 PM
How to create a Sales Order
Toggle on the quotes feature if this does not appear in your menu Step 1. Navigate to Sales > Quotes  Step 2. Click on the Create qu...
Thu, 21 Jun, 2018 at 4:12 PM
How to process all quote types
Note that the following process applies to Quotes, Estimates, Proforma Invoices and Sales Orders. The type of document is determined in the Quote type d...
Thu, 21 Jun, 2018 at 4:12 PM
How to create a Quote
Toggle on the quotes feature if this does not appear in your menu Step 1. Navigate to Sales > Quotes  Step 2. Click on the Create qu...
Thu, 21 Jun, 2018 at 4:12 PM
Toggle on Quotes
The quotes feature will allow you to create quotes, estimates, proforma invoices and sales orders. Step 1. Navigate to Settings > Configure syste...
Thu, 21 Jun, 2018 at 4:11 PM