Customers can return items for various reasons. For example, an item might be defective, or it might not meet the customer’s expectations. The return process starts when a customer issues a request to return an item. After the customer’s request is received, a return order is created.
Sales quotation created from contacts
Step 1 – Go to Sales and Marketing > Relationships > Contacts > All Contacts
Select the Contact , go to Contact in Action pan and click on “Customer” in Account Field.
Step 2 – Click Sales Quotation in New of SELL field in Action pan
Step 3 – Add Line of Items and Details in Sales Quotation, verify the lines and header part, than Click on Send Quotation on GENERATE field of the Action Pan.
Step 4 – New Sales Order will be created automatically. To take Follow up of Sales Order: Go to Accounts receivable > Orders > All sales orders, you will find the sales order made from the sales Quote.”
If your company is looking for ERM services in Vadodara or anywhere around the globe, drop an email to email@example.com and our team will be glad to set up a free demo for your brand!