Step-by-step guide
1, Use Search function to find Sales Quotes then click New
2,
1. Create Sales Quotation
Sales Quote can create without Opportunity.
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Step 1 – Select Sales, Sales Quotes in navigation bar.
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Alternatively, Choose the icon, enter Sales Quotes, and then choose the related link.
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Step 2 – Enter Sales Quotation Information and Release.
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Sales Quote card page to be prompt, fill up
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customer name remaining fields in
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General tab as necessary.
3, Enter Lines
Fields | Description |
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II. Release the sales quote when the information is completed and ready to send to customer for confirm.
General tab
Fields | Details |
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No. | According to system setup, sales quote no auto generate by system |
Customer | Enter Customer No. or Customer Name into the related field. |
Contact | Default Contact copy from customer card (if any) user can choose another contact for the customer |
Salesperson Code | User can select from Salesperson list if the value is not in related customer card. |
Quote Valid to Date | Enter the Quote Valid to Date if any |
Status | Status to be changed to Released when user click the action button to release the Sales Quote. |
Lines Tab
Field Name
Type | Select [Item] for item from item card. |
Blank if enter free text in description or select standard text code for fill up the description
No | Enter Item No. or select from item list if the Type is Item |
Description | Item |
Description 2
Description 2 default from item cards, user can edit the description in the quotation line.
Chinese Description
Description default from item cards, user can edit the description in the quotation line. | |
Quantity | Enter the quantity for the item |
Unit of Measure Code | Unit of Measure default from Item Card Sales Unit. |
Unit Price Excl. VAT | Unit Price for the |
item | |
Line Discount | Enter the Line Discount % or Line Discount Amount for the item line if any |
Invoice Discount Amount
Enter the Inv. Discount Amount Excl. VAT or Invoice Discount % if any.
For more information, please see https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-make-offers
2. Create Sales Quotation from Opportunity
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Step 1 - Select Opportunity then click Create Sales Quote from Action Bar
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Step 2 - Enter Sales Quotation Information.
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Sales Quote card page to be prompt, fill up key fields in Sales Quote and remaining fields as necessary.
General Tab
Fields | Details |
No. | According to system setup, sales quote no auto generate by system |
Customer No | Default from Opportunity Please note, Customer is not required for create Opportunity. However, Customer must in exist when create sales quote. |
Contact No | Default from Contact if any |
Salesperson Code | Default from Opportunity. User can select from Salesperson list if the value is not in related opportunity. |
Quote Valid to Date | Enter the Quote Valid to Date if any |
Opportunities No | Default by system if create from Opportunities |
Status | Status to be changed to Released when user click the action button to release the Sales Quote. |
Line Tab
Fields | Details |
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Type | Select [Item] for item from item card. Blank if enter free text in description |
No | Enter Item No. or select from item list if the Type is Item |
Description | Item Description default from item cards, user can edit the description in the quotation line. |
Description 2 | Description 2 default from item cards, user can edit the description in the quotation line. |
Chinese Description | Chinese Description default from item cards, user can edit the description in the quotation line. |
Quantity | Enter the quantity for the item |
Unit of Measure Code | Unit of Measure default from Item Card |
Unit Price Excl. VAT | Unit Price for the item |
Line Discount | Enter the Line Discount % or Line Discount Amount for the item line if any |
Invoice Discount Amount | Enter the Inv. Discount Amount Excl. VAT or Invoice Discount % if any. |
4. Release the sales quote when the information is completed and ready to send to customer for confirm.
3. Get Recurring Sales Lines
If you have set up recurring sales lines for the customer, then you can insert these lines on the order by choosing the Get Recurring Sales Lines action.
4. Copy Document
User can select [Copy Document] action to copy data from existing Quotation.
- To Copy Document, select [Copy Document] action then fill up the options and then click [OK] to confirm.
5. Archive Document (i.e. Version)
- When print the quotation, system default Archive Document when Print the Document. System will not archive the document if user select Preview action button.
- If user need to update the quote with new version, user must archive Document before make change to the quote. To archive document, select Actions, Functions, Archive Document.