Creating a New Sales Quote
To create a new sales quote, follow these steps:
- Go to the Sales Quotes tab.
- Click the New Sales Quote button.
Understanding the Sales Quotes Tab
The Sales Quotes tab contains the following columns representing essential details for each quote:
- Issue Date รขยย shows the date on which a sales quote was issued.
- Expiry Date รขยย indicates the expiration date for the sales quote, if one has been specified.
- Reference รขยย displays the sales quote reference number for easy identification.
- Customer รขยย indicates the name of the customer for whom the sales quote has been prepared.
- Description รขยย provides an overview or description of the sales quote.
- Amount รขยย shows the total monetary value included in the sales quote.
- Active รขยย quote is active and valid.
- Accepted รขยย sales quote has been linked to at least one sales order or invoice and is considered accepted.
- Cancelled รขยย quote has been cancelled and is no longer valid.
- Expired รขยย quote is past its expiry date and no longer active.
By monitoring the status of the quotes, businesses can effectively manage follow-ups and quickly transform active sales quotes into sales orders or invoices as needed.