Here you can create quotation for customer.

1.Create Price Quote

click icon Price Quote below

 

first select customer,salesperson below,
then select customer address, If there is no customer address in the list, please go to the customer to add the customer address first, here is the link:
http://www.iyoulike.com/index.php?option=com_k2&view=item&layout=item&id=34&Itemid=634

First select the customer, after selecting the goods, the customer's price can be automatically brought out.

click Slect Goods button below

 

click icon   to add goods to the list below

If there is a double unit, you can switch the unit below, enter the qty, unit price, if tax needed, check Tax Needed,enter tax rate.

Quotation can be printed or exported to excel.click button Export above 

 

 Save as pdf in excel

 

 

 

 

 

2. Customize  Print Template

The print template can be customized, go to [Settings] - [Print Templates].

 

3.View or modify historical Price Quote

You can view or modify the price quote.