To create a Sales Quotation

  • From the main menu, click on Sales & Customer, select New Sale & Quotation
  • Click on Make a Sale
  • Enter select your Date of Transaction, Customer, Payment type and select Quotation
  • as the Transaction type
  • Click the Add Item button to select the item, apply tax and enter the quantity to be sold

 

  • Click on Save or Save and Generate Quotation (This creates a preview of the quotation, click on print to download a pdf format ) or click Clear to erase the sale details

To view or delete a sales quotation already recorded

  • From the main menu, click on Sales & Customer
  • Select Sales & Quotation List & Click on the Quotation Tab
  • Click on the manage icon to view sales details or delete a previously recorded sale quotation