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HOW TO VIEW QUOTATION OR PROFORMA INVOICE

Last Updated: 2017-10-05 13:25:10

Mouse Hover on the LEFT.

Then Click on SALES, a list of features will appear and then you CLICK on Quotation

A dropdown list appears and you CLICK on View Quotation.

View Quotation

Use the search parameter to filter and then CLICK on the Fetch Data button.

View Proforma Invoice

The image below displays a quotation with some vital information.

You can use the aggregate/group-by drop-down field to sort the data in many ways.

 

View Quotation 2

You can click on the icon below to convert a specific quotation to an invoice.

View Proforma

PayU Img