DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Sales quotes questions


#1

Why do we need to register a customer for issuing a sale quote ? I don’t see the necessity.


#2

You don’t have to select the customer if you don’t want to. After all, sales quote doesn’t affect your financial statements in any way.

But usually it’s good idea if quote belongs to a customer:

  • Quote will indicate who is it for
  • When you convert quote to invoice, it will contain customer details