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How to create / edit a Quotation

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Learn create / edit a Quotation

Steps Explained

  1. Menu link: Reach this Page from Enquiry Report for executives or Enquiry Report for Managers
    Reach this Page from Follow Up Report for executives or Follow Up Report for Managers
    You can also reach this page from Quotation -> List Quotation
  2. Enter Quotation Title
  3. Select Product
  4. Select Price Category
  5. Enter Price
  6. Enter Quantity
  7. Select Tax Type
  8. Click here to save Quotation Details