- Click the "+ New Document" button and select "Quotation". Fill in the required information and click (✔) icon to save quotation.
Available Options:
- Template Selection: Choose between Template 1 or Template 2.
- Bill To: Select an existing customer or click "+ New Customer" to add a new one.
- Quotation Detail:
- Edit the quotation number and date as needed
- Click "Add or Edit Items" to select items for the quotation. Click "Add Item" and select the desired item. Click "+ New Item" to add a new item and click (✔) icon to include the current items in the quotation.
- Currency: Select the appropriate currency.
- Terms & Conditions: Enter applicable terms and conditions.
