AWRA Help Center

Use this page when you need practical help with Sales Quotations. It keeps the older help topic useful while linking it into the newer public help structure, so users can understand the purpose, complete the workflow, check permissions, avoid common mistakes, and know when to ask for help.

Who Uses This Page

• Sales users and account teams.
• Finance users reviewing invoices and payments.
• Managers reviewing customer activity.

Before You Start

• Confirm you are signed into the correct AWRA workspace.
• Confirm your role includes the menu, record, report, or action you need.
• Have the relevant record number, branch, warehouse, customer, vendor, item, payment, or workflow reference ready.
• Check whether the record status allows the action you want to take.

Recommended Workflow

1. Open Sales and confirm customer details.
2. Create or review quotation, invoice, credit note, or payment record.
3. Check item, quantity, price, discount, tax, warehouse, and status.
4. Confirm payment or fulfillment status before reporting completion.
5. Escalate discrepancies with customer and document references.

Permissions Note

If you cannot see Sales Quotations, the issue is usually role access, branch or warehouse assignment, module availability, report permission, or record status. Ask your organization admin to review the exact task you need instead of requesting broad access.

Common Mistakes

• Skipping search and creating duplicate records.
• Using the wrong branch, warehouse, date range, status, customer, vendor, item, or payment filter.
• Saving changes before checking required fields and attachments.
• Assuming a missing button is broken before checking role, status, and assignment.