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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 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.

As we understand sales may use Excel to calculate and prepare customer quotation or any other industry specific system, then for ease of use, quotation items can be imported from an external CSV file, just format the files as per the instruction on the screen.