How to create a new budget?

How to create a new budget?

To create a new budget you must do it from:
  1. Sales and Stock
  2. Sales
  3. Budgets
Here you will see the search box with the different filters and also the list of the generated quotes. To create a new one you must click on the " New quote " button



Once inside the new budget you can select the client, then load the products and services to be budgeted, complete with the additional details and when finished click on " Generate quote "




Once generated you can print it and deliver it to the client.



Note: If the customer accepts the quote, you can directly create a sale for the uploaded products.