Overview of Sale Quotation in Marg Books

Process to create Sale Quotation in Marg Books

Overview Of Sale Quotation In Marg Books

A sales quotation is a document issued by a seller to a potential buyer. It outlines the proposed terms and conditions for the sale of goods or services. The purpose of a sales quotation is to provide the buyer with detailed information about the costs, specifications, and conditions associated with the potential transaction.

Process To Create Sale Quotation In Marg Books

• Go to Dashboard > Sale > Quotation.
• Click on '+' icon to create Quotation.

• A 'Select Party' window will appear.
• The user will select the party for which sale quotation needs to be created.
• Suppose select 'A2Z Pharmacy' and Press 'Enter' key on it.

• Now, in 'Product' field, the user will press 'Enter' key on it.

• A 'Select Item' window will appear.
• The user will select the item as per the requirement and Press "Enter"

• The user will enter the quantity, rate, discount etc as per the requirement.

• Similarly, users can add more items as required and click on "Save" or Press "F10" to save the Sale Quotation.

• "Sale Quotation Saved Successfully" Message will appear on the screen. 

After following the above steps, the user can view that the Sale Quotation will get created in MargBooks.