Quotations
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:
- Lead
- Promising
- proposal/Quote
- Negotiations/Review
- 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.
Last modified 4yr ago