Step-by-step guide
1, Use Search function to find Sales Quotes then click New
2, Sales Quote card page to be prompt, fill up customer name remaining fields in General tab as necessary.
3, Enter Lines
| Fields | Description |
|---|---|
Type | Select [Item] for item from item card. |
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. |
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 |
4. Release the sales quote when the information is completed and ready to send to customer for confirm.
