Learn how to create a quotation in Nex and send it to your customers.
1. On the Sales screen, click on New Quotation - F5.
2. Add the product(s) to the quotation.
You can type the name, code, or scan the product code using a barcode scanner.
3. Click on Customer - F5 to assign the customer requesting the quotation.
See here how to register a customer.
4. Select the desired customer and click OK.
5. If necessary, fill in additional details such as Expiration date - F7, Delivery - F9, Notes - F4 and Discount - F3.
6. Click on Save - F2 to complete.
Done! You have learned how to generate a quotation for your customer.
