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How to convert Sale Quotation into Sale Bill in MargBooks ?

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Ans.1
  • Go to Dashboard > Sale > Bill (+).

  • A 'Select Party' window will appear.
  • The user will select the party whose quotation needs to be converted into a bill.
  • Suppose select 'A2Z Pharmacy'.

  • A 'Pending Quotation of A2Z Pharmacy' window will appear.
  • The user will select the quotation no. for which the bill needs to be created.
  • Suppose select 'SQ00001' and Click on Save or Press "F10"

  • A 'Pending Quotation Item' window will appear.
  • The user will click on 'Save'.

  • The user can view the Sale Quotation will get loaded in the Sale Bill.
  • Click on 'Save' to save the bill or Press "F10".

  • "Sale Bill Saved Successfully" message will appear on the Screen.

After following the above steps, the user can convert Sale Quotation into Sale Bill in MargBooks.


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