ERPAG | Manual 2021
ERPAG Manual | MRP System for Small Business
Import Sales Order
Open Sales Orders
Sales - Invoices report
Sales - Packing lists
Sales - Credit notes
B2B portal (Customer portal)
Accounting and finance
POS - New Receipt
A quote is the first step in the sales process. You will see the list of all existing quotes in your company and their different statuses by going to:
Sales > Quotations
You can add a new one by clicking on 'create'.
You can choose between different presales stages:
Closed and lost
Closed an won
The stages can easily be updated by reopening the quotation and editing it.
Once the status of the quotation is closed and won, you can use the 'copy to new' option to copy the content of the quotation to the sales order.
And if you need to make some changes to the quotation itself, you can use the copy to new option to recreate the quotation and make the necessary changes.