Category: Sales

You can find a particular customers quotation information by clicking on that Customer Name field.        

Steps to Print, Download PDF and Email invoice are as follows: Click on the Customer Name. Click on the More button, on Quotation Info page. In the drop-down, click on Print OR Click on Download PDF OR Click on Email.   .

Yes, you can search Quotation by ID and Customer Name, simply by typing in the Search field on the top right-hand side of the page.      

Steps for converting Quotation into Invoice or Proforma Invoice are as follows: Click on the Customer Name. Click on the More button, on Quotation Info page. In the drop-down, click on Convert into Invoice OR Click on Convert to Performa Invoice.          

You can filter or sort your quotations as per your preference by clicking on the field names. By which field the sorting is done is denoted by small blue arrow beside the field name. By default, it is sorted by date.