Add a Salesperson to a Quotation

In this blog, we are going to see the steps to add a Salesperson to a Quotation in the Fresa application.

Step 1: Log in to the Fresa application, go to the Quotation module, and select the All Quotations menu.

Add a Salesperson to a Quotation
Fig 1

Step 2: On the All Quotations page, enter the quotation number, click Submit, and then click Edit.

Add a Salesperson to a Quotation
Fig 2

Step 3: In the Quotation Details, go to the Department tab and click the Add button.

Add a Salesperson to a Quotation
Fig 3

Step 4: Select the department as Sales and choose the employee name, then click Save.

Add a Salesperson to a Quotation
Fig 4

Step 5: The Salesperson has now been successfully added.

Add a Salesperson to a Quotation
Fig 5

The above blogs explains, Steps to Add a Salesperson to a Quotation in the Fresa Application

For further clarification, send your queries to support@fresatechnologies.com because our motto is to help customers.
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Fresa Technologies Inc is an independent, neutral and professional software company that provides IT and IT enabled services with focus on providing solutions to Freight forwarding and shipping industries.

Fresa Technologies also focus on developing cost effective and efficient Freight Forwarding Software Applications with a user friendly interface and back office solutions. It also focuses on infrastructure and hardware support such as developing & maintaining websites and Mail Services.

Our team comprises of highly skilled individuals, who are experienced architects in designing & developing Freight forwarding & logistics software for over 20 years. They are domain experts and specialize in providing customized, user friendly and cost effective solutions. They focus on enhancing user experience and satisfaction for a sustainable relationship.