How do I fulfil a Quote or an Invoice?

Janhavi Wagh -

On Deskera Books, Quotes or Invoices have three different stages of fulfillment:

  • Unfulfilled: No products/services requested in the Quote have been delivered to the customer yet.
  • Partial: Some products/services requested in the Quote have been delivered to the customer.
  • Fulfilled: All products/services requested in the Quote have been delivered to the customer.
  1. Click the Sell tab on the sidebar.
  2. Click into the Quote/Invoice you wish to fulfill.
  3. On the top right-hand corner, click the Fulfill button >> Click Direct button to open the Fulfill Products Popup.
  4. You will see the Products in the Quote/Invoice, the Quantity required, and the Amount you wish to fulfill.
  5. Fill in the Amount that has been delivered to the customer and click Fulfill to proceed.
  6. The remaining Quantity of products yet to be fulfilled will be successfully updated.