- Logon to the front-end server and enter the provided domain credentials.
- Select the Greenestep application from the TS Plus remote app.
- Enter the provided user Login credentials for Greenestep Business Suite.
Creation of Sales Quotation
- A sales quotation is a formal document provided by a business to a potential customer, outlining the specific products or services offered, their prices, and terms of sale, serving as a preliminary agreement before a transaction takes place.
- Sales Module > Sales Quotation > Create New > select a customer > Accept.
Sales Quotation to SalesOrder
- Open the sales quotation > Menu > Process > Click on Reserve > sales quotation will be converted to sales order.
Sales order to Sales Invoice
- Open a Sales Order > Menu > Process > Click on Invoice > sales order will be converted to sales invoice.
