+ Quotation

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. Click the drop down list to perform the following;

· “Edit” the quotation.

· “Generate Invoice” from the quotation.

· “Generate PO” from the quotation.

· “Duplicate” the quotation.

· “Download” the quotation.

1. Click “+ Create Quotation” (represented by + in red circle) to add a quotation under the project.