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 “Manage Quotation and then Manage Quote”.

Edit / Update Details of the Quotes ➖

Step 3➖Click the 'Edit / Update' button within the action menu to modify the quotation.

Step 4➖Clicking on the 'Edit/Update' button opens a new page where you can Update the quotation. Make any necessary changes to the details and then click on Update Quotation Button to Save the Changes.

Print the Quotes ➖

Step 5➖Click the 'Print' button within the action menu to print the desired quotation.

Delete the Quotes ➖

Step 6➖Click the 'Delete ( Trash )' button within the action menu to Delete the desired quotation.

Admin

August 29, 2024

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