Basic Operation - Sales Quotation

1. Create Sales Quotation

Sales Quote can create without Opportunity.

Step 1 – Select Sales, Sales Quotes in navigation bar.

Alternatively, Choose the icon, enter Sales Quotes, and then choose the related link.

Step 2 – Enter Sales Quotation Information and Release.

I. Sales Quote card page to be prompt, fill up key fields in Sales Quote and remaining fields as necessary.

II. Release the sales quote when the information is completed and ready to send to customer for confirm.

General tab

Fields	Details
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	Remarks
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 Enter standard text code if item type is blank and fill up description by standard text
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.

Step 1 - Select Opportunity then click Create Sales Quote from Action Bar

Step 2 - Enter Sales Quotation Information.

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
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.