SigzenERP - Unlock the Secrets of Quotation Creation | Powered By: ERPNext-15

Welcome to the Sigzen ERP Tutorial on Creating a Quotation! This video is perfect for both new and experienced users looking to efficiently create and manage quotations within the ERP system. Follow this step-by-step guide to streamline your quotation process and enhance your operations.

In This Tutorial, You'll Learn:

Navigating to the Quotation List:
Learn how to access the Quotation List.

Selecting a Customer:
Discover how to choose a customer, lead, or prospect, and handle quotations created from an opportunity.

Entering Quotation Details:
Understand the process of filling in essential details.

Adding Items and Discounts:
Learn how to add items and apply discount.

Setting Payment Terms:
Explore the terms section to select and configure the payment terms for your quotation.

Saving and Submitting:
Finish your quotation by clicking ""Save"" and then ""Submit"" to finalize the process.

Key Features Highlighted:

Efficient Quotation Management: Navigate and manage quotations within Sigzen ERP with ease.
Detailed Customization: Tailor the quotation to include all relevant details and adjustments.
Discount Application: Apply discounts seamlessly to provide the best pricing to your customers.
Comprehensive Payment Terms: Set up and manage payment terms to suit your business needs.

Why Watch?
This step-by-step guide is designed to help you leverage the full potential of the quotation functionality in Sigzen ERP, ensuring you can create and manage quotations with ease. With detailed instructions and practical examples, you'll improve your quotation processes and enhance overall efficiency within your organization.
If you have any questions, leave them in the comments below. Don't forget to like, share, and subscribe for more ERP tutorials tailored to your business needs. Happy quoting!

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