Creating Quotes for Opportunities

When handling sales opportunities, you may need to create a quote for the contact that the opportunity is linked to.

You can create sales quotes for contacts that are not recorded as customers in the Sales & Receivables application area.

You can create quotes for opportunities from the Opportunity List window. Depending on where you access the Opportunity List window from, the window shows opportunities for either contacts, campaigns or salespeople. The following procedure shows how to create quotes from the salesperson/purchaser card.

To Create Quotes for Opportunities:

  1. Open the Salesperson/Purchaser Card window.

  2. On the salesperson/purchaser card, select the salesperson/purchaser handling the opportunity and click Salesperson, Opportunities.

  3. On the Opportunity List window, click Functions, Assign Sales Quote.

  4. Fill in the fields in the Sales Quote window. For Help about a specific field, click the field and press F1.

Related Topics

Creating Orders for Opportunities