Follow these steps to add a new document for either Working Documents, Sales Opportunities, Quotations, Sales Orders, Customer Invoices, Credit Notes, Purchase Order, Goods Received Notes, Return to Supplier or Quality Control:
1. Navigation → Documents → Processing → Select document type required: Example Quotations
2. Use the icon in top left corner of the screen to add a new document or use the CTRL + N shortcut.
3. Capture the necessary data required under the General, Quotation Details, Attachments and Tasks tabs for quotation.
4. Save using the icon or CTRL + S shortcut or save and close CTRL + Enter.