3.01 How to issue a customer quotation

09/20/2020 | 03:38

Learn how to issue a quotation to a new or existing customer

3.02 Revise a quotation

Sep 20, 2020 | 01:59

Learn how to revise a quotation after customer request for amendments

3.03 Reject or Confirmed a Quotation

Sep 20, 2020 | 01:39

Learn how to set the quotation to [Rejected] of [Confirmed] status after customer's reply

3.04 Quotation - Void ordered quantity

Jun 7, 2022 | 00:46

After confirmation, customer can still change their mind of the quantity ordered before delivery. Learn how to void a confirmed quantity in a quotation

3.05 Link a confirmed quotation to sales order followed by a delivery order

Oct 2, 2020 | 02:49

A DO to customer can be triggered by their earlier confirmed quotation when it is due for delivery. Learn how to link the quotation to sales order followed by the delivery order

3.06 Copy Quotation

Jan 9, 2023 | 00:59

Learn how to create a new quotation by using [Copy] button

3.07 Print Quotation to pdf format

Apr 30, 2022 | 01:35

Learn how to print your quotation to pdf format to send to your customer via email.

3.08 Link 1 Quotation to 2 or many SO

Oct 20, 2013 | 02:36

Learn how to split the confirmed quotation to 2 or more sales order for split delivery Picture credit : <a href="https://www.freepik.com/vectors/data-transfer">Data transfer vector created by gstudioimagen - www.freepik.com</a>

3.09 Print Quotation with picture

02:27

Learn how to upload image into stock and print Quotation with image

3.10 Outstanding Quotation Report

Oct 20, 2013 | 02:09

3.11 FAQ - Change Quotation reference number

Feb 13, 2021 | 01:06

If your quotation number is not in serially running order number, learn how to reset to the right order.