[A] In order to create a Sales Quotation(SQ), go to the Quotation Module(1) and click on "+" and ‘SQ’(2) button on the top right of the screen.
[B] Now a small window will pop-up in the centre. Enter the name of the company to whom you want to send SQ and click on Submit button. In doing so a Sales Quotation format will open.
[C] Fill all the required and mandatory details which are marked with an asterisk (*) symbol. For example: Enquiry no. and Date, Item Id and Description etc.
[D] You can opt for logistic details and Terms & conditions from the drop-down menu. One can also attach any file like drawing, images or specification chart in the quotation up to size of 25 Mb. After filling all the details in the quotation click on ‘Save and Send’ button on the bottom left side to save the quotation and also send the quotation to the client. You can click on "Save Draft" to save as draft.
Keywords - How to create sales quotation(SQ), make sales quotation(SQ)