+ Quotation

Project -> Manage -> Project Details

Display all quotations for a particular project along with the Invoices and Purchase Orders.

Key Functionalities

1. Click “+ Quotation” to view the list of quotations added under a project.

2. User can search for a particular quotation using the Qtn No. (Quotation Number).

3. Manage columns using the “Settings” icon and select the columns to be displayed. Once selected, the settings will be automatically saved for current and future sessions.

4. User can download the Quotation in PDF format by clicking “Download”.

5. Under Action, user can click the ellipsis "⋮" to;

· “Edit” the quotation.

· “Generate Invoice” from the quotation.

· “Generate PO” from the quotation.

· “Duplicate” the quotation.

1. Click “+ Create Quotation” to add a quotation under the project.