Create a New Quote or Proforma Order

Create a New Quote or Proforma Order

Overview  

This video explains how you create quotations and proforma orders in the system. The main difference is that when the sales order is saved stock will be assigned to a proforma order but not to a quotation. Both these types of order will need to be converted to a sales order and payment added before they can be shipped. A step by step guide can be found below the sales order.


Steps 

  1. Create a new Sales Order .
  2. Ensure the order is in Edit mode.
  3. Use the Type drop down to select Proforma Order or Quotation .