How to use a quotation templates in sales application?
To use the quotation templates in Metro ERP's Sales App, follow these steps:
1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.
2) Start by creating a new sales quotation for your customer, you can select the desired quotation template from the "Template" dropdown. This dropdown will display the list of active quotation templates you've created.
7) After selecting a template, you can customize the content of the quotation before finalizing it. You might want to adjust any specific details based on the customer or the order.
To use the quotation templates, please do contact us at support@metrogroup.solutions