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Sales Quotes

Sales quotes are formal offers to customers for products or services. They can be converted to sales orders when accepted.

Creating a New Sales Quote

  1. Search for Sales Quotes (Alt + Q)
  2. Click + New
  3. Fill in header information:
  4. Customer No. - Select existing customer
  5. Quote Date
  6. Due Date
  7. Shipment Date (if applicable)
  8. Add line items:
  9. Click Lines section
  10. Enter Item No. or Description
  11. Enter Quantity
  12. Unit Price (auto-fills from item card)
  13. Verify Line Amount
  14. Review totals at bottom
  15. Click Save

Sending a Quote to a Customer

  1. Open the sales quote
  2. Click Print/Send in the ribbon
  3. Choose delivery method:
  4. Email - Sends PDF via email
  5. Print - Prints physical copy
  6. PDF - Saves as PDF file
  7. Review and send

Converting a Quote to an Order

When customer accepts the quote:

  1. Open the sales quote
  2. Click Make Order in the ribbon
  3. System creates a sales order automatically
  4. The original quote is marked as converted
  5. Navigate to the new sales order to continue processing

Quote Status

Status Description
Open Quote is active and can be modified
Converted Quote has been converted to an order
Archived Quote is closed without conversion

Editing an Existing Quote

  1. Search for and open the quote
  2. Make necessary changes to header or lines
  3. Click Save
  4. Re-send updated quote if needed

Best Practices

  • Include detailed descriptions for custom items
  • Verify pricing before sending to customer
  • Set realistic dates for delivery/shipment
  • Follow up on outstanding quotes regularly
  • Archive old quotes that won't be converted