Manage Quotation - Trade

Create and Manage Quotation to keep records you send the quotation to which customer on which date and what was the price.
Navigate to Sales Management and Quotation

  • In (To) Section Select Customer

    • In quotation is not neccessary that you have to add customer first you can also type customer details manually.

Manage Quotation

  • Default Text is mention in Letter, Special Instructions:

    • Change the text if required

  • In Reference Number you can type or Click Generate Button Icon

  • Select Delivery Method

  • Type FOB Points.

  • In Description Select the Product listed in your Company Account and Click Add.

    • Keep Adding your Products as per Requirement

  • Select Terms and Condition

  • Type Validity

  • Type notes if any

  • Click Submit and Create Quotation.

  • You will be redirect to the Quotation Preview Page.

  • Create PDF and Send to your Customer.

Manage Quotation