How to Create a Sales Quotation?

Creating a Sales Quotation is the first step in the sales process. Sales Quotations contain details of quotations sent to customers. Creating Sales Quotations helps your invoicing department to plan the sales efforts and track the sales stage that each quotation is in.


Menu Path: Sales > Transactions > Sales Quotations > New(+)

Select the Customer

Select the product / Service and then click on Save

Sales Quotation Created