1.From Dashboard Navigate to the  Sales tab- > Click on Sales Bill

• Press SHIFT + F8 Load QTN

2.The Quotation Details pop-up displays only the Quotations (both new and recently Revised Quotations) as shown below:

• Select a Quot No from the pop-up for Sales Bill generation.

To include an item additionally in the same Sales Bill,

• Either specify the Item Code or press ENTER in item to select from the pop-up screen

• Enter the Bill Quantity in Qty.

• Press F6 or click Save to save.

• Payment Tender screen appears .

• Press 'A' for Cash, 'C' for Credit Card, 'D' for Cheque and such like.

• Press appropriate Key for the cash received and specify the Payment.

• Click Ok to save.

3. Reports: Go to Reports ->Sales ->Orders and Quotation -> Quotation Summary

FAQ's

When does TruePOS mark a Sales Quotation as 'DELIVERED'?

TruePOS marks a Sales Quotation status as 'DELIVERED' (i.e. completed) when you create a Sales Bill from the Sales Quotation, without making any changes to the items or quantities. This indicates that the entire quotation has been fulfilled.

How does TruePOS handle partial deliveries of a Sales Quotation?

In case of a partial conversion, TruePOS marks the Quotation as 'PARTIAL DELIVERED'. This status remains until all the items and quantities from the quotation are either recorded in a subsequent sales bill or converted into another Sales Order.