Creating a quotation added to bookmark, which allows the system to remember the data of that specific quotation, including quantity and price, for future reference and recording purposes, you can follow these steps:
Step 1: Select "Revenue" from the menu > then select "Quotation" > click on "Create."
Step 2: Fill in the necessary information to create a quotation. Once the quotation details are entered, click on "Add to bookmark."
Step 3: Fill in the details to add to bookmark:
Bookmarked Item Name : Enter the name of the bookmark list.
Bookmarked Item Description : Provide a description for the bookmark list (if any).
Save contact in bookmarked item : Select save or not save
Save price and quantity in bookmarked item : Select save or not save
Once you have entered the required information, click on the "Add bookmark" button to add the item to the quotation.
Once the item has been successfully added, the bookmarked item will be saved at the top of the quotation creation page.
- End of Creating a quotation added to bookmark-