The Quotations module is again organized with filters and information cards (Customized Information, Address, Terms and Conditions, etc.). Within the main information a Quotation must be related to a Company and a Potential (so that the information flow is complete). The Quotation includes products and/or services to be added (+) along with quantity, price, discount, etc. The relations menu gives access to (or addition of) correlated data.
Totals, Taxes, Discounts, and Shipping & Handling Charges
|Organizational layout of related modules|
|Messages||Activities (Calendar)||Tasks (Calendar)|