Sales Transactions

Sales Enquiry
Purpose
Record and manage customer enquiries before quotation stage.
Function
Create new enquiry
View existing enquiry
Store enquiry details
Add internal memo
Convert to quotation
Sections
Customer Information
Select or link customer data.
Enquiry Details
Enter customer requirements such as product, quantity, and specifications.
Memo
Internal notes for sales follow-up.
 
Sales Draft Quotation