Quotation Tutorial

Business Scenario: Quotations are the first price information provided by sales consultants to customers, and do not involve fund intercourses for the time being.

Common Quotation Scenarios: For home building materials.Quotations are similar to verbal agreements, and are the first in the process; Next, with further negotiation and agreement, quotations enter the formal sales process, and then generate sales orders after sales intentions occur; Quotations generate sales tickets after the transaction is concluded.

Operation Path:

• Method 1:Menu bar [Sales] - [Quotations] list - [Add Quotation];
• Method 2:Menu bar [Sales] - [Quotation] - [+] Add a new quotation.

1.Addition of a quotation is similar to that of a sales ticket, selecting the store, entering the customer name, selecting the product and saving.

2.Quotation List: Quotation information under different dimensions can be searched or queried.

3.View Quotation: Support Edit, copy, Void, History, transfer to sales,exporting PDF, sharing and printing.