- 在“sales”下找到“quotation/internal order”。
![](https://cdn.ziicloud.com/knowledge-base/2023/05/15174621/image-100-1024x543.png)
- 点击“New”新建Quotation.
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124233/image304-1024x544.png)
- 在下图框选处双击或按键盘上的F5来筛选顾客,按F6创建新的顾客.
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124239/image305-1024x544.png)
- 选择完顾客后,在下图框选处按F5,可以打开产品列表,或者直接扫描条码录入商品。
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124248/image306-1024x544.png)
- 选择一个商品点击“Detail”可以查看该商品此前的销售记录等信息。
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124255/image307-1024x544.png)
- 选中需要的商品,点击“ok”.
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124301/image308-1024x544.png)
- 点击下图框选处可以修改数量和价格。
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124307/image309-1024x544.png)
- 双击可查看该顾客购买该商品的历史记录。
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124314/image310-1024x544.png)
- 如果勾选“Gonfirmed”,相应数量的商品库存会变为被占用状态。不勾选则不会对库存产生影响。
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124321/image311-1024x743.png)
- 设置expire date,超过此日期,该quotation没有被转化为invoice,则被占用库存的商品会回到库存中。
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124331/image312-1024x743.png)
- 点击“Save”保存,可以在 Quotation/Internal Order Inquiries查看Quotation记录.
![](https://cdn.ziicloud.com/knowledge-base/2022/07/12124339/image313-1024x544.png)