Draft & Quotation #
This is useful if you want to create a quotation before sales.
Marking a sale as Draft or Quotations will not deduct the available stock.
You can view all Quotations & Drafts from List Quotation or List Draft respectively. The existing draft/Quotation can be edited to make it a final sale.
Convert Draft/Quotation to Sale invoice #
To convert a draft/quotation to a sale invoice, follow the steps below
Go to List draft / List quotation. Click on the action button.
Select edit in the dropdown.
Change the status from draft/Quotation to Final and save it.
Copy Quotation #
Quotations can be copied or duplicated. Go to Sale > List Quotations > Actions > Copy Quotation