Estimate

Ensuring the details of the product and all the details of the customer for placing an estimate/enquiry

You can attach files for your convenience.

Save the estimate and place for further quotation to be placed.

You can automatically prepare sales quotation for the estimate with the action drop down list

You can place an quotation even by filling all the details from sales tab --> sales quotation

After the quotation has been placed for the sales order you can automatically convert the sales order to invoice.

You can also prepare invoice for the sales estimate from sales tab --> invoice

Click on add files for attachment of documents with the sales order or any invoices for references.

Enter the user name and any remark if necessary for the customer/vendor and place it to the corresponding follower.

Save:

To save the transaction or for any order placed.

Save and close:

It closes by saving the last transaction and moves to view page.

Save and New:

It saves the current transaction and you can still make an entry for next transaction.

Save and send:

It saves the current transaction and it is sent to the particular customer.

Action --> print

The created estimate can be printed in the formal needed.

Action --> prepare sales quotation/sales order/invoice

The created estimate can be made for sales quotation

Action --> cancel

You can cancel the current transaction

Action --> delete

It deletes the whole transaction.

This action helps you to view the whole transaction made and the same action is specified in the action dropdown of view page.