- Go to “quotation/internal order” in “sales”.
- Press New for New Quotation.
- Double click or press F5 in customer to select a customer, or press F6 to create a new customer.
- Press F5 for existing product lists.
- Select an item and click “detail” then you can check some history information.
- Select an item and click “ok”.
- Click to change its qty or price as you need.
- Double click to check to see sales price history list of this customer.
- Check the box of “confirm”, the corresponding qty will transfer to stock committed, otherwise there is no change for stock qty.
- Set a expire date. If there are still items left after expire date for a confirmed quotation, the qty of stock committed will transfer back to stock available.
- Press Save to save the quotation. Quotation records will be show in Quotation/Internal Order Inquiries.
