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New preliminary invoice/offer

 

In the Orders/Offers module, you can issue offers based on your customer's demand. Offers can be made both for services and for goods (material). When creating a preliminary invoice for a customer, stock for the selected warehouse will not be relieved as the document is only of informative nature.

 A new preliminary invoice for a customer opens upon clicking the New preliminary invoice/offer button, and an empty form to enter data will show up.

The form can be divided into the following sections:

  1. Command line with the title and command buttons
  2. Issue header with vital information about the document
  3. Item lines in the preliminary invoice/offer
  4. General data
  5. Footer – Showing offer value as a whole
  6. Wizards in the New preliminary invoice/offer

 

 

Related topics:

  Offer list

  New order

   Wholesale and services

 

 

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