Creating Sales Quotes

A sales quote or a blanket order can be used as a preliminary draft for an order, and the order can then be converted to an invoice.

Before you can create a sales quote, you must set up cards for the customer and for the items to be sold.

To Create Sales Quotes:

  1. Open the Sales Quote window, and press F3 to create a blank quote.

  1. Fill in the No. field.

  2. In the Sell-to Customer No. field, enter the customer's number.

  3. In the Document Date field, enter a date.

  4. On the first quote line, in the Type field, select Item.

  5. In the No. field, enter the number of the item to be quoted.

  1. In the Quantity field, enter the quantity of items you want to appear on the quote.

If a customer is also recorded as a contact in the Relationship Management application area, and if you have specified an interaction template code sales quotes in the Relationship Management Setup window, when you click Print to print the sales quote, the program automatically records an interaction in the Interaction Log Entry table.

Related Topics

Converting Sales Quotes to Sales Orders