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. In RetailEasy on-cloud, a previously saved Sales Quotation can be viewed for reference, printed at a later instance or added with a new shipping address of the Customer based on a change in the requirement, such that when the Sales Quotation is converted to an order or a bill, it appears with the relevant address.

How to View a Sales Quotation?

Step 1: In the main tab of RetailEasy 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

2. 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.

Note: <Links will be added to the two help documents, here>

• Refer how to reprint a Sales Quotation

• Refer how to add a new Shipping address

Thus, all active Sales Quotations can be viewed for any reference, printing and adding a different shipping address.