How do I convert a quotation into a proforma in AntMyERP?


Log in to AntMyERP.
Navigate to the CRM Sales module.
Click on “Quotations.”
Search for the quotation number for which you want to generate a proforma.
Click on the proposal number. Alternatively, you can go to the action icon and select “View” to view the quotation.
Click on the double arrow icon pointing in opposite directions at the top. This is the “Convert to Proforma” icon. A proforma will be generated.
Check the generated Proforma.
Go back to the CRM Sales module.
Click on “Quotations.”
From the dropdown menu, select “Proforma.”

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