Customer Quotation-Related Transactions

Customer Quotation states a commitment from a seller to offer products or services for a specific price as notified to the buyer. It refers to a document which is generally sent to potential customers with an offer to sell goods or services at a specific price.

Related Transactions feature enables you to see the details of the transactions that are related to the selected customer quotation.

Prerequisites:

1. You have your Deskera ERP URL in place.

2. You are the administrator of Deskera Applications.

3. Ensure good internet connectivity.

Step 1: Go to Proforma Invoice/Quotation under Accounts Receivable-Sales tab in Deskera ERP.

Select the customer quotation and click on Related Transactions. Fig 1.5.1.6.1 Related Transactions

Step 2: You can view all the related transaction details here.Fig 1.5.1.6.2 Related Transactions