- 01
Open Sales Quotations
Choose Create New and select the customer.
- 02
Add items or services
Enter quantities, prices, discounts and tax treatment.
- 03
Review totals and terms
Check validity, payment/delivery terms and customer information.
- 04
Save and issue
Save the quotation, then print or send the approved customer-facing version according to your workflow.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.