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Home └Cost Estimate / Sales Order / EPO / Invoice / Payment └Quotation Template

Cost Estimate / Sales Order / EPO / Invoice / Payment

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Course content
  • Uncategorized
    • Cost Estimate
    • Case Scenario 1: Cost Estimate -> SO/EPO
    • Case Scenario 2: SO/EPO -> Cost Estimate
    • Quotation Revision
    • Quotation Template
    • Sales Order -> Invoice -> Payment
    • How to Edit Cost Estimate after Approved
  • Common Issues and Solutions
    • Update SO and Draft Invoice Amount

Quotation Template

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Quotation Template

This can be used for MMWS or other quotation templates.

NavigationSales > Configuration > Sales Orders > Quotation Templates
Video

 Step 1: Create Quotation Template

Step 2: Select Quote Template in Quotation / Sales Order

Watch video guide

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