How to reprint Sales Quotations in RetailEasy on-cloud?

How to reprint Sales Quotations in RetailEasy on-cloud?

Sales Quotations are created to provide a prospect with an estimate of his purchase. They can often be created at one point in time but printed later based on the customer's requirements.RetailEasy on-cloud maintains a record of the Sales Quotations. Saved Sales Quotations can be retrieved using the View mode of the Sales Quotation menu.

 

How to reprint a Sales Quotation?

Step 1: In the main tab of ReatilEasy on-cloud, click on Sales > Sales Quotation

Step 2: In the Sales Quotation screen,

  1. To View the Sales Quotations created for a specific Customer

    • Click on the Customer field and press Enter

    • Select the Customer from the Customers pop-up

    • Click on the View button at the bottom of the screen or press the corresponding function key (F7 by default)

    • The Quotation Details pop-up appears with only the Sales Quotations of the Customer. Select the desired Quotation and press Enter

  1. To View the Sales Quotations created for all Customers

    • Click on the View button at the bottom of the screen or press the corresponding function key (F7 by default)

    • The Quotation Details pop-up appears with all the Sales Quotations of all customers. Select the desired Quotation by viewing the Customer name at the bottom of the pop-up and press Enter

 

Step 3: The Quotation details get loaded on the Sales Quotation [View] screen with the quantity, pricing, discounts, tax, scheme details, creation date, number, etc.

Step 4: Click on Print at the bottom of the screen. The Sales Quotation under View can be printed. The corresponding function (F8 by default) can also be used

 

Thus a previously saved Sales Quotation can be reprinted from the Sales Quotation [View] mode of RetailEasy on-cloud.

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