Follow these steps to add a new document for either Working Documents, Sales Opportunities, Quotations, Sales Orders, Delivery Notes, Customer Invoices, Credit Notes, Purchase Order, Goods Received Notes, Return to Supplier, Incoming Shipments, Delivery Shipments or Quality Control:
Navigation → Documents → Processing → Select document type required: Example Quotations
- Use the + icon in top left corner of the screen to add a new document or use the CTRL + N shortcut.
- Capture the necessary data required under the Quotation Details, Delivery Details, Document Lines, Processed, Attachments and Tasks tabs for quotation. Save using the icon or CTRL + S shortcut or save and close CTRL + Enter.