How to create a quotation in sales app?
To create a quotation in Metro ERP's Sales App, follow these steps:
1) Once logged in, navigate to the "Sales" module by clicking on its icon in the main dashboard or by using the application menu.
2) Within the Sales module, you will encounter various options such as "Quotations," "Orders," "Customers," etc. Click on "Quotations."
3) To create a new quotation, click the "Create" button. This will open a new quotation form.
4) Fill in the relevant information like customer, invoice address, delivery address, pricelist, payment terms, delivery date, and any additional notes or terms and conditions.
5) Scroll down to the line items section where you can add the products or services you're quoting. Click on "Add a line" to select the product from your product catalog. Enter the desired quantity, unit price, and other relevant information.
6) Once you have filled in all the necessary details, click the "Save" button to save the quotation.