- Sales Quotation menu enables the representative to create a new Sales Quotation
- The existing Sales Quotation can be converted to Sales Order
- Reports can be seamlessly transmitted via email
Sales Quotation Creation
Menu Path >> CRM and Sales > Sales Quotation > New Sales Quotation > Create
Sales Quotation to Sales Order
Menu Path >> CRM and Sales > Sales Quotation > All Sales Quotation > Select a Sales Quote > Action > Convert to Order
Email Report
Menu Path >> CRM and Sales > Sales Order > All Sales Order > Select a Sales Order > Action > Email
>> Preview > Send
