Practical guides to help SMEs build operational clarity-inventory control, sales workflow, invoicing accuracy, approvals and reporting that managers can trust.
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 st...
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 add...
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...
For Creating a New Quotation On Dashboard, click or mouse over Quotations Navigate to New Quotation and select Add...
