- To create the quotation, click on Sales | Sales | Quotations, you will be taken to a list of quotations and confirmed orders.
- Click on CREATE button to create a new quotation, you will be taken to the form view of quotation:
Select the Customer first, Order Date, Pricelist and Payment Terms will be selected automatically depending on the selected customer.
Pricelist and Payment terms should be changed depending on the customer you choose on the quotation. You may change those fields other than default selected when you change pricelist or payment term it will change only for the current order.
- Add a new line on the quotation, ...
