This action can only be performed by
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the following roles:
- Sales Agent
- Retail Manager
- Retail Area Manager
A quotation has to be created and linked with the already created Customer. To create a quotation, use: Sales>Quotation>Create. This will open up a page that can be used to fill in the quotation-related information.
- Select the Customer from the drop-down menu. This will auto-fill more field fields such as invoice address, delivery address, pricelist, Warehouse.
- Update the dates to the correct ones.
- Update the Warehouse the stock is expected to be picked from , if different from the auto-selected.
- Click Add an item and update the details.
- Select the delivery method.
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