How to create a sales quotation from a relation

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From the module CRM you can directly create a sales quotation. You use the 'Sales' tab for this. You can read how to do that in the step-by-step plan below.

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Step 1. Select the relation

Find or select the relation on the module home page.

Step 2. Go to the Sales tab

The relation card is open. You will end up on the 'General' tab. You will now go to the 'Sales' tab. The 'no' label on the tab shows that no sales quotation or debtor has yet been linked to this contact. Expand - if necessary - the group 'Sales quotations'.

Step 3. Create a new sales quotations

Now click Sales quotation

. MKG will now automatically open the module Sales quotations . Because this module is opened from the relation, the Relation field is automatically filled in the sales quotation header.

Step 4. Fill the sales quotation header

In the sales quotation header, fill in the other fields, such as Your reference. Expand the 'Data' group and fill in the date fields, such as Date desired answer and Delivery time.

Expand the 'Address' group and check the addressing. The address field is filled with the standard address and the standard contact person, as set up in the linked relation by checking the check box for the sales quotation there. You automate the salutation in the relation with the contact person. This address field can be adjusted manually via the buttons and .
How to set up the default addresses
How to set up the default contacts

Step 5. Create the sales quotation

Click Save

. The sales quotation has been created. On the preview of the Sales quotation (8400) report, "Draft Quotation" has been changed to "Quotation". You can now add one or more sales quotation lines that you then either take into calculation or offer immediately.
How to include a sales quotation in the calculation
How to offer a sales quotation