How to Generate Quote as PI from Sales CRM?
“Generate Quote as PI by following these steps ➖”
Step 1➖ First Login to BORG ERP and click on the “ Sales CRM ”.
Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “Quote as PI and then Generate Quote as PI ”.
Step 3➖"Clicking Quote as PI” opens a page where you can generate PI.
Step 4➖Fill all the Invoice details like Customer Name, Invoice Number, Order By, Order Number, Quote Date, Quote type, GST Type, Email ID, Remarks, Payment Mode and Product and Service Type, Shipping Address (If Applicable) and Email Content.
Step 5➖To add more products or services to the invoice, simply click the 'Add More' button to create a new row and enter the details. If you want to delete any row, click on the Cross Button.
Step 6➖Once you've filled out all the fields on the invoice form, click 'Generate Quote' to create the Quote as a PI.
Admin Did this page
help you?
LikeYes
DislikeNo
.png)