Here you can learn about, how to generate Shipment and Job from Quotation.

1. Login with Fresa Gold, Navigate to Quotation, select the particular quotation (Fig.1)

Fig.1

Fig.1

2. Click the Change Quote Status button and change the quotation status as Verified (Fig.2)

Fig.2

Fig.2

3. Now change the Quotation status as Approved and click Save button (Fig.3)

Fig.3

Fig.3

4. Once Approved the quotation, you can see Generate Shipment and Generate Job options (Fig.4)

Fig.4

Fig.4

5. Now Click the Generate Shipment button and click Ok button (Fig.5)

Fig.5

 

Fig.5

6. Shipment is created successfully (Fig.6)

Fig.7

Fig.6

7. Now click Generate Job button to generate Job and click Ok button (Fig.7)

 

Fig.9

Fig.7

8. Job is created successfully (Fig.8)

Fig.10

Fig.8

9. Now both Shipment and Job as been created from Quotation (Fig.9)

Fig.11

Fig.9

Hope you got an idea about generating Shipment and Job from Quotation.