Order proposals
modified: [email protected]How to find the order proposals? |
1. Go to Sales:
1.1. Click on ;
1.2. Then-
Now you can see the order proposal list:
Here you can see, create (), edit (
) and delete (
) the order proposals, also see ,which the the order proposals are orders (
)
You can copy () order proposals in the order proposal table
How to create an order proposal? |
1. Click on
2. Click
3. Enter the template name;
4. Then click
Now you can see the order proposal in the order proposal table
Button | What does it indicate? |
![]() ![]() | You can confirm the order proposal before creating the Order. It is blue, when confirmed (![]() ![]() |
![]() | You can see all orders, created with this order proposal |
![]() ![]() | You can lock the order proposal, but after that it will be impossible to make changes. When It is locked (![]() ![]() |
![]() | You can create a new order using this order proposal as an example |
![]() | You can copy this order proposal to create a new one |
![]() | You can delete this order proposal |