Welcome to our process overview where our aim is to familiarize you with the entire process flow, from creating a quote to receiving a payment for a sales order. In this lesson, we will delve into various aspects of the sales process, including creating a quote, sales orders, procurement, shipping, and payments.
By the end of this lesson, you’ll gain a solid understanding of the entire sales process and be able to navigate it with confidence. So let’s get started!
Creating a quote
We’ll begin by discussing how to create a quote for a customer, including the information that needs to be included and the process for sending it to the customer. This involves adding items to the quote and including labor operations, along with pricing for the items.
For a more detailed demonstration of the quote creation process, we highly recommend watching our video tutorial below.