System Behavior And Workflow

System Behavior And Workflow

System Behavior

  • Changing GST rate automatically updates totals.
  • Deleting an item recalculates totals.
  • Discount can affect final GST (based on calculation rules).
  • Series selection determines numbering sequence.
  • Currency affects formatting and calculations across the quotation.

Workflow Example (Quotation List โ†’ Conversion)

Create quotation or generate from Deal

  • Quotation appears in list
  • User opens it
  • Edits if needed
  • Sends to customer
  • Customer approves
  • Converted to invoice
  • Fully tracked

 

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