To start the sales process, you can create a quote for a customer.
To create a quote:
- Access the quotes list
Sales > Sales quotes
- Create the quote.
- Select a Customer.
- Add a product/service line.
- Select a product/service.
- Complete and adjust the necessary information for each field in the products and services item line.
- You can add further optional information in the additional sales quote tabs:
Totals and discounts: You can add an individual discount for the customer;
Notes: These can either be internal to your business or shared with the customer (external);
Customer information: You can optionally add further details about the customer here. - Save.
The quote is created with the status Pending.
If the customer accepts this quote, you can automatically generate the order (
).If the customer refuses this quote, you can then decline the quote and record a reason for refusal.
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