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 â shows the date on which a sales quote was issued.
- Expiry Date â indicates the expiration date for the sales quote, if one has been specified.
- Reference â displays the sales quote reference number for easy identification.
- Customer â indicates the name of the customer for whom the sales quote has been prepared.
- Description â provides an overview or description of the sales quote.
- Amount â shows the total monetary value included in the sales quote.
- Active â quote is active and valid.
- Accepted â sales quote has been linked to at least one sales order or invoice and is considered accepted.
- Cancelled â quote has been cancelled and is no longer valid.
- Expired â quote is past its expiry date and no longer active.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.