Unlink, Email, Archive, Unarchive Customer Quotation

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. You can unlink, email, archive and un-archive a customer quotation by using the Deskera ERP’s Proforma Invoice/Quotation feature.

Prerequisites:

1. You have your Deskera ERP URL in place.

2. You are the administrator of Deskera Applications.

3. Ensure good internet connectivity.

Unlink Customer Quotation

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

Select the Customer Quotation and click on Unlink. Fig 1.5.1.2.1 Unlink Customer Quotation

Step 2: Select the transaction and click on Unlink.   Fig 1.5.1.2.2 Unlink Customer Quotation

Step 3: Click on Yes to confirm. The transaction will be unlinked. Fig 1.5.1.2.3 Unlink Customer Quotation

Email Customer Quotation

Step 1: Select the Customer Quotation and click on Email. Fig 1.5.1.2.4 Email Customer Quotation

Step 2: Enter the email ID’s and fill in the details. Click on Send.

Email will be sent. Fig 1.5.1.2.5 Email Customer Quotation

Archive Customer Quotation

Step 1: Select the Customer Quotation and click on Archive Quotation. Fig 1.5.1.2.6 Archive Customer Quotation

Step 2: Click on Yes to confirm.

The customer quotation will be archived.   Fig 1.5.1.2.7 Archive Customer Quotation

Un-Archive Customer Quotation

Step 1: Select the view option as Archived Quotations.

Select the Customer Quotation and click on Un-Archive Quotation. Fig 1.5.1.2.8 Un- Archive Customer Quotation

Step 2: Click on Yes to confirm.

The customer quotation will be un-archived.    Fig 1.5.1.2.9 Un- Archive Customer Quotation