A quotation is built just like an invoice. When the customer agrees, you approve it and convert it to an invoice in one click.
- Open Quotations and press Add to start a New quotation.
- Choose the branch and customer, and add the lines under What is being quoted.
- Save it; it starts as a Draft.
- When the customer agrees, mark it Approved.
- Press Convert to invoice.
After converting
- The quotation shows Converted to invoice and links to the invoice it became.
- The invoice shows Converted from quotation.
- A quotation can be converted only once.
Good to know A quotation must be approved before it can be converted. If the customer asks for changes, move it Back to draft and edit it again.