Create Asset Rental Quotation from Mobile App

Created by Binita Goswami, Modified on Wed, 4 Sep at 4:49 PM by Binita Goswami

To create asset rental quotation it needs to follow the below steps,

Tap on more option

Tap on Quotation

It has a tiny plus (+) sign at top right, tap on it

Fill up the quotation dates and other details

For new customers click on the tiny plus sign. Select Customer from dropdown if it already exists. Tap on checkbox if the billing and ship to address are same
Select rental start and end date of the assets
Tap on Add Asset tiny plus (+) sign and select the asset for rent

Draw a signature, type name and date of signatory
Add notes
Add recommendation text
Add any file from attach file button
Tick on the checkbox to notify customer or admin over mail
Tick on the last checkbox if the customers using the app or web login and the the quotation at their dashboard panel
Finally save it or preview the quotation from preview button