1. Create Sales Quotation

Sales Quote can create without Opportunity.

Step 1 – Select +Sales Quote in Actions

Alternatively,

1) Choose the tell me  icon, enter Sales Quotes, and then choose the related link. or

2) Choose Sales, Sales Quotes in navigation bar.

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.

Work Description

Enter the Work Description and the data to be print on Quotation header position RE:

Lines Tab

Field Name

Details

Format

Use for Quotation Printout only

Default Normal, select Bold+Underline or Bold if needs

Line Id

Use for Quotation Printout only, enter the Line Id for show the id in quotation.  Position highlighted in Red below

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
  • Select standard text code "Sub-total" if need to add sub-total for the lines above

Description

  • if item no entered in No. column, Item Description default from item cards, user can edit if needs.
    • Extend text for the item to be show in below of the item description.  user can edit if needs.
  • If standard test code is entered in No. column, Standard Text default from the master data, user can edit if needs.
  • If Type and No. is blank, user can enter the description manually.

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.

(Document Report for Chinese Version to be always show the Chinese Description)

Image

Follow the steps below if need to show the image in Quotation

1) Select Standard Code IMG in the line

2) Select Manage in action menu

3) select Attach Image

4) Choose the image file

After image file is selected, the image thumbnail to be show on the image column

Image to be shows on quotation


TO CLEAR THE IMAGE

Follow the steps below if need to remove the image

1) Select the line that intended to remove the image

2) Select Manage Action menu

3) Select Clear Image

4) user can replete steps for attach image for change another image or delete the line if no need to attach image

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

Note

Enter the Text (e.g. FREE, By Client, TBC, N/A, Cancelled etc) if any.

-please note, amount for the line should be '0'.  The amount only shows if Note is blank

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.

Invoice Details Tab

Field NameDetails
Currency
  • Default from Customer Card
  • Blank if Local Currency (i.e. HKD)

If FCY (e.g. CNY) Sales Quotation printout in Chinese version to be according to set up in currency

Shipping and Billing Tab

Field NameDetails
Agent

Agent field to be use for show the initial the person who will sign the Sales Quote on behalf of  Trio

Select value from the list

Enter Document Remarks

 For more information on Business Central standard function for sales quote, please see https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-make-offers

2. Create Sales Quotation from Opportunity

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.

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.