Project Sales Quotation - How to Generate a New Project Quote in Sales CRM Module of Borg Desk ERP ?
How to Generate a Project Quote in Borg Desk ERP?
Creating a Project Quote in Borg Desk ERP is simple and ensures accurate pricing for your clients. Follow these steps:
4️⃣ Step 1: Navigate to Sales CRM
✅Go to Menu → Sales CRM → Create Lead.
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✅Manage Quotation >> Manage Project Quote
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✅ Click on Plus(+) Icon on Right Top to open Generage Quotation Page
2️⃣Step 2: Select Lead Information
✅ Click on Add (top-right corner).
✅ Select the Lead Company Name (the one added while creating the lead).
✅ Choose Distributor/Customer.
✅ Modify Quotation Number if required.
✅ Enter Project Name, Site Location, and Remarks (optional).
✅ Click on Generate Sales BOQ.
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✅ Click on Plus(+) Button to Add / Remove Product / Items in the Quotation to be used for Project
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3️⃣Step 3: Add Items to the Quotation
✅Click on Add Item.
✅ Enter the Item Details (product name, quantity, price, etc.).
✅ Click on Add to Order.
✅The item will now appear in the Item List.
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Step 4: Generate the Quotation PDF
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Go to the Action Menu.
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Click on Quotation PDF.
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The system will generate the Quotation, and you can view or download it.
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Choose Quotation With or Without GST
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Go to Menu → Project Module.
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Click on the Tool Icon.
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Select Add Quotation / Sales BOQ Prefix.
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Click on Read More.
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Choose Yes or No based on your requirement:
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Yes → Quotation will include GST.
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No → Quotation will be without GST.
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