How can I create a new offer, invoice or delivery note?
With ready2order, you can easily create offers, delivery bills and invoices and specify the percentage at which the order will be completed and until when the offer is valid.
To do this, proceed as follows:
- Click on Office
- Click on the blue + next to Administration
- Choose whether you want to create a new offer, a new delivery bill or a new invoice.
- Select a customer
- Enter a creator
- Enter a status when you create an offer: is it already confirmed, rejected or still waiting for a response?
- Choose a color: Green, Orange, Red
- Click on Edit Positions
- Add a position
- Add another position
- Continue in this way until your offer/delivery note/invoice is ready
- Under Edit text, you can add a personal text
- Click Save
All other fields are optional. We recommend that you fill in all the information you have.
Note: To delete a offer, invoice or delivery bill, you can select the desired type in the Admin Interface under Office. Then click on Action and select Delete/Cancel and follow the respective instructions.
