Quotes
Toggle on the quotes feature if this does not appear in your menu. Step 1. Navigate to Sales > Quotes and click on the Create quote button. St...
Thu, 24 Jun, 2021 at 5:26 PM
The quotes feature will allow you to create different quote types. How to create a quote, estimate, proforma invoice or sales order Navigate to Sett...
Thu, 24 Jun, 2021 at 5:26 PM
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...
Tue, 28 Nov, 2023 at 3:40 PM