The Sales Quotes tab is a dedicated section facilitating the creation, modification, and tracking of sales quotations given to customers or potential clients. It's a convenient tool for businesses that allows users to deliver professional quotes including prices, products, or services before confirming a sale. Users can easily follow up on these quotes, convert them into sales orders or sales invoices when necessary.
New Sales Quote
To create new sales quote, click New Sales Quote button.
By default, you will see the following columns:
|Issue date||Issue date of Sales Quote|
|Reference||Reference number of Sales Quote|
|Customer||Name of Customer to who the Sales Quote has been issued to|
|Description||Description of Sales Quote|
|Amount||Amount on Sales Quote|
|Status||Status of Sales Quote|
Use Edit columns button to customize what columns should be visible under Sales Quotes tab.
Clicking Edit columns button allows you to add additional columns to better suit your business requirements.
|Expiry date||If Sales Quote has Expiry date set, then this will indicate its expiry date|