CARL Source
Creating a quotation
Customers > Quotations > Creating a quotation

Procedure

  1. In the [Customers] module, select the [Quotation] function.
    → The list of quotations is displayed.

  2. If desired, select the [Criteria] tab, enter the search criteria and click the [Results] tab.
    → The quotations corresponding to your search criteria are displayed.

  3. Click on the add icon , which is also directly accessible from the [Search] tab or from the detail form.
    → The quotation detail form is displayed in creation mode; see Quotations [General].