Proposal

To view a proposal in Shadobook ERP, navigate to the sales module, Click the "New Proposal" tab to create a new proposal.Fill out all of the necessary details such as the subject, To Whom, date, projects, etc.

Once the proposal is saved, it will appear in the form of a list in the proposal overview page. You can view all the proposals in the form of a list in the proposal overview page.

The proposal overview page allows you to filter proposals by date, To Whom, and projects.You can use the filter option to view a specific proposal or group of proposals.

The proposal overview page allows you to see the progress of all the proposals and manage them effectively. By using filter options you can see the proposal status, and monitor the performance of your team members.

Estimate

In Shadobook ERP, navigate to the sales module and select "estimate”. Click the "New Estimate" tab to create a new Estimate Request.

Once the proposal is saved, it will appear in the form of a list in the proposal overview page. Enter all the necessary details such as customer, estimate number, amount, project, date, etc.

Once the estimate is saved, it will appear in the form of a list in the estimate overview page. The estimate overview page displays a list of all estimates with details such as customer, estimate number, amount, project, date, and status.

You can filter and sort the estimate list by customer, estimate number, project, date, and status. The estimate overview page allows you to view and manage all the estimates in one place.

It helps to track the progress of all the estimates, and manage them effectively. By using filter options you can see the estimate status, and monitor the performance of your team members.

The estimate overview page can be used to manage the estimates, and track progress and performance of your team.

Invoice

In Shadobooks ERP, the sales module has three types of invoice tabs available: create new invoice, batch receipts, and recurring invoices. To create a new invoice, go to the sales module, "Invoices," and click the "Create New Invoice" tab.

Enter all the necessary details such as customer, invoice number, amount, project, date, etc. Once the invoice is saved, it will appear in the form of a list in the invoice overview page.

The invoice overview page displays a list of all invoices with details such as customer, invoice number, amount, project, date, and status. The invoice overview page allows you to view and manage all the invoices in one place.

It helps to track the progress of all the invoices, and manage them effectively.By using filter options you can see the invoice status, and monitor the performance of your team members.

The invoice overview page can be used to manage the invoices, and track progress and performance of your team. The batch receipts tab can be used to create multiple invoices at once, and recurring invoices tab can be used to generate invoices automatically for a specific period of time.

Receipt

In Shadobooks ERP, the sales module has a "Receipts" tab where you can view and manage all the receipts.

By clicking the receipt tab, you will see the list of receipts with the following details:

Invoice no,Receipt mode (cash, cheque, credit card, etc), Transaction id, Customer,Amount, Date The receipt overview page allows you to view and manage all the receipts in one place.

You can filter and sort the receipt list by invoice number, receipt mode, transaction id, customer, amount, and date. It helps to track the progress of all the receipts, and manage them effectively.

By using filter options you can see the receipt status, and monitor the performance of your team members. The receipt overview page can be used to manage the receipts, and track progress and performance of your team.

Credit Notes

To view credit notes in Shadobooks ERP, navigate to the sales module, "credit notes," and then "new credit notes." Enter all the necessary details such as credit note number, date, customer, status, amount, remaining amount, etc.

Once the credit note is saved, it will appear in the form of a list in the credit note overview page. The credit note overview page displays a list of all credit notes with details such as credit note number, date, customer, status, amount, and remaining amount.

You can filter and sort the credit note list by credit note number, date, customer, status, amount, and remaining amount. The credit note overview page allows you to view and manage all the credit notes in one place.

It helps to track the progress of all the credit notes, and manage them effectively.By using filter options you can see the credit note status, and monitor the performance of your team members.

The credit note overview page can be used to manage the credit notes, and track progress and performance of your team.