After creating and approving a quotation for your customer, see how to sell it.
1. On the SALES screen, click on QUOTATIONS.
2. Identify the QUOTATION you wish to complete in a sale and click on OPEN - F2.
3. Click on STATUS: PENDING.
4. Click on CREATE ORDER (F4).
5. Confirm the quotation information and click on SAVE (F2) in the top left corner.
6. On the SALES screen, access the OPEN ORDERS tab.
7. Identify the ORDER that was generated from the quote and click on OPEN - F2.
8. Click on PAY/SAVE - F2.
9. Select the PAYMENT METHOD and click on SAVE - F2.
Done! You turned a quotation into a sale, moving cash and Nex stock.
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.
See how simple it is to print or send a quotation by email to a customer.