Quotation
Introduction
Tabs
Quotation Header
Critical Fields: 1. Quotation Date: Date on which Quotation is Shared with Customer.2. Date Pr...
Quotation Line
Critical Fields 1. Product: : To select the product that will be quoted.2. Charge: Additiona...
Order Tax
Once the document is completed order tax tab automatically update
Payment Schedule
Critical Fields 1.Payment Schedule : To update the schedule details 2.Due Date : Date when th...
Custom Fields
Document Actions
Process
Video
Report
Sr.no Report Name Report purpose 1 Open Quotation Summary This report shows Open Quotation a...
Preceding and Succeeding Window
Form and process
Quote convert(Manual)
Parameters : 1) Warehouse : It is used to select Warehouse name which is mentioned in Quotati...
Quote convert
Parameters : 1) Order : It is used mention Quotation document no which is in Inprogess stage.2...
CreateQuotation(Enquiry)
Parameters :- 1. Enquiry : Document of enquiry for which the user demands a quotation.2. Busin...