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3.7 Quotes

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.

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Quote detail

image-1655721639372.pngProducts in a Quotation

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Totals, Taxes, Discounts, and Shipping & Handling Charges

Organizational layout of related modules
Conversations Notes PDF Maker
Messages Activities (Calendar) Tasks (Calendar)
Sales Order Documents Processes

 

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