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iX ERP allows tracking of sales quotations, Every Sales Quotation will have a Reference number, it is generated automatically based on the reference system settings. Before a Quote can be created, you must previously have set up all of the following:

  1. Item
  2. Customer
  3. Customer Branch (is created automatically when you create a customer)

You can also maintain items & customers in a separate browser window but page refresh may be required to update.

After the Sales Quotation is accepted you can convert it as a sales order with all items, customers and configurations.