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:
- Item
- Customer
- 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.
