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Insights, news, and product updates

Adding a New Order
Adding a New Order

 
For Creating a New Order

On Dashboard, click or mouse over Orders
Navigate to New Order and select
Add Order page will open
Select type of Order(Sales / Purchase

Editing and Recalculation of Quotation
Editing and Recalculation of Quotation

 
Editing and Recalculation of a Quotation can be done only when the quotation has not approved. I.e, only a quotation that has an incomplete status can have editing or recalculation done to it.

Editing an Existing Quotation
Editing an Existing Quotation

 
A quotation can be edited only when the enquiry has not yet been approved. I.e, only a quotation that has an incomplete status can be edited.  If a quotation has already been approved, th

Adding Items to the Quotation
Adding Items to the Quotation

 
An item can be added to a quotation only when the quotation has not yet been approved. Once a quotation has been approved, no items can be added to it.
 
For Adding Items to the Qu

Editing and Recalculation of Enquiry
Editing and Recalculation of Enquiry

 
Editing and Recalculation of an Enquiry can be done only when the enquiry has not approved. I.e, only an enquiry that has an incomplete status can have editing or recalculation done to it. &nb

Adding a New Quotation
Adding a New Quotation

 
For Creating a New Quotation
 

On Dashboard, click or mouse over Quotations
Navigate to New Quotation and select
Add Quotation page will open
Select type of&nbs

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