5.7.16.1C.QUO - Customer Quote

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5.7.16.1C.QUO - Customer Quote


 

1

 

From the clip0476 sub-module, right click on a row item to display the contextual menu

Select "C.QUO. Customer Quote", then "Generate the document"

clip0477

 

2

The C.QUO sub-module is highlighted to show that it is holding changes waiting to be validated:

clip0478

Click on it

 

Important: You can repeat the same procedure from step 1 with other row items to be added to the same C.QUO

 

3

Review the preset fields value and enter the missing data, then

validate clip0479

 

To print this C.QUO, refer to Print a document

 

Use this printout to "send by email" your quotation to the Customer