See how simple it is to print or send a quotation by email to a customer.
1. On the SALES screen, click on QUOTATIONS.
2. Identify the QUOTATION you want and click on OPEN - F2.
3. Click on PRINT in the upper right corner.
4. Choose the PRINTER and PRINT TEMPLATE to print the quotation.
5. Click on PRINT.
6. If you prefer to send by email, select the QUOTATION and click ON SEND BY EMAIL.
7. Confirm the CUSTOMER EMAIL, the STORE EMAIL information and the TEXT to be sent.
8. Click on SEND.
Done! The quote was printed or sent by email.
1. How to Start
Sales, stock control, customer registration, register...
2. Next Steps
Backup, Parked Sales, loyalty system, change currency and more...
Print templates, printing labels, commission report and more...
See how simple it is to give discounts when creating a quotation. The discount can be informed in reais or as a percentage of the sale value.
After creating and approving a quotation for your customer, see how to sell it.