Step 1 - Select the opportunity, then click "Create Sales Quote" from the Actions column. |
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Step 2 - Enter the sales quote information. |
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The Sales Quote card prompts the user to fill in key and remaining fields in the sales quote as needed. |
General Tab Fields | Details | No. | ystem does not automatically generate the sales quote based on settings. | Customer No. | Default value from the opportunity.
Note that a customer is not required when creating an opportunity, but one must exist when creating a sales quote.
| Contact | Default value from the contact (if any). | Salesperson Code | Default value from the opportunity. If the value is not in the related opportunity, the user can choose from the salesperson list. | Quote Expiration Date | Enter the expiration date of the quote (if any). | Opportunity No. | If created from opportunity, then defaults from system. | Status | When the user clicks the "Post" button to release the sales quote, the status will change to "Released". |
Lines Tab | Fields | Details |
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Type | Select "Item" for items from the Item card.
If free text is entered in the description, leave it blank. | No. | If the Type is "Charge," enter the Charge No. or select from the Charge list. | Description | Default description from the Item card, user can edit in the sales quote line. | Description 2 | Default description 2 from the Item card, user can edit in the sales quote line. | Quantity | Enter the quantity of the item. | Unit of Measure Code | Default unit of measure from the Item card. | Unit Price Excluding VAT | The price of the item excluding VAT. | Line Discount | Enter the line discount percentage or line discount amount (if any) for the item line. | Invoice Discount Amount | Enter the Invoice discount amount excluding VAT or Invoice discount % (if any). |
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If recurring sales lines have been set up for the customer, the user can insert these lines into the order by selecting the "Get Recurring Sales Lines" action.
The user can choose the "Copy Document" action to copy data from an existing sales quote.
To copy a document, select the "Copy Document" action, then fill in the options and click "OK" to confirm.
- When printing the sales quote or document, the system defaults to archiving the document. If the user selects the preview action button, the system will not archive the document.
- If the user needs to update the quote with a new version, the user must archive the document before making changes to the quote. To archive the document, select the action, function, Archive Document.
