Add Quotation

Debtors Module> Activity> Quotation

The quotes screen will open

To search for existing quotations click select your search criteria and click search

Search criteria can be quote status and select a relevant date range

To create a new quotation, Click the Add button as shown below

This will display the New Quote screen

Add information below so that the greyed-out buttons can appear:

Select the customer you are creating a quotation for, on the drop-down selection. If you know the client you can add their name or quote and it will show on the drop-down
Select the sales rep on the drop-down selection if applicable
Update dates if necessary
Add description and reference
Add order number if applicable

Then once you are done with adding all relevant information click save and all the greyed-out buttons will be opened