In case Customers are selected from one of the windows, an available Customer Account must also be selected from the drop-down box so that all relevant information such as customer financial account information, customer address, sales type and sales group will fill in the necessary sections of the sales proposal.
Final Process with Sales Offer Title
Once the New Sales Quotation screen is saved, line items can be added. Once you have completed the recordings, you must click the Create Quotation button to lock the document for further processing.
Creating a Sales Offer
To edit any record in a created sales quotation document, you must first press the Make Undone button. You can then make changes and once you have completed the records, you must press the Create Quotation button again to lock the document for further processing.
Delete Sales Offer
To delete the entire sales quotation document, you must first press the Make Undone button and then you can use the Delete button.