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  1. Open the Sales | Quotes menu. If there is no existing record yet, this will open a new Quote screen.
  2. On the integrated search grid, click the New button to open a new Quote screen. You will notice that some of the fields, like the Date, Due, Location, Ordered By, Status, and Currency,  are already populated by default.
    Image Added
  3. Enter the header details as needed. Refer to Quote | Field Description | Header Details to help you in filling out the fields. Note that the required details are Customer, Location, Ship To, Bill To, Terms, and Currency.
  4. Add details on grid. Refer to Quote | Field Description | Grid Details to help you in filling out the fields. Note that UOM is a required detail.
    Complete filling in the Item No, UOM, Ordered, Discount, Price, Tax Group, and other fields necessary to ensure they are appropriate for the customer's order.
    Image Added
    The grid will also allow you to enter miscellaneous items that do not have an Inventory Item record. You can do this by not selecting an Item No and simply entering its Description, Ordered, Price, and other necessary details. 
    Image Added

  5. Click Save button. Notice that the Quote No field will be filled in with a unique and system generated number.

    Note

    You can skip saving the record if the transaction is to be duplicated or processed to sales order right away since it will be saved automatically.


    Here is a sample Quote record.
    Image Added

 

Expand
title15.3

Below are the steps in creating a Quote.

  1. Open the Sales | Quotes menu. If there is no existing record yet, this will open a new Quote screen.
  2. On the integrated search grid, click the New toolbar button to open a new

...

  1. Quote screen. You will notice that some of the fields, like the Date, Due, Location, Ordered By, Status, and Currency,  are already populated by default.
  2. Enter the header details as needed. Refer to Quote | Field Description | Header Details to help you in filling out the fields. Note that the required details are Customer, Location, Ship To, Bill To, Terms, and Currency.
  3. Add details on grid. Refer to Quote | Field Description | Grid Details to help you in filling out the fields. Note that UOM is a required detail.
    Complete filling in the Item No, UOM, Ordered, Discount, Price, and other fields necessary to ensure they are appropriate for the customer's order.
    Image Added
    The grid will also allow you to enter miscellaneous items that do not have an Inventory Item record. You can do this by not selecting an Item No and simply entering its Description, Ordered, Price, and other necessary details. 
    Image Added

  4. Click Save button. Notice that the Quote No field will be filled in with a unique and system generated number.

    Note

    You can skip saving the record if the transaction is to be duplicated or processed to sales order right away since it will be saved automatically.


    Here is a sample Quote record.
    Image Added

Expand
title15.2

Below are the steps in creating a Quote.

  1. Open the Sales | Quotes menu. If there is no existing record yet, this will open a new Quote screen.
  2. On the grid search, click the New toolbar button to open a new Quote screen. You will notice that some of the fields, like

...

  1. the Location, Date, Currency, and Order Status, are already populated by default.
  2. Enter the header details as needed. Refer to Quote | Field Description | Header Details to help you in filling out the fields.
  3. Enter the grid details as needed. Complete filling in the Item No, Ordered, Discount, and other fields necessary to ensure they are appropriate for the customer's order.
    Image Modified
    The grid will also allow you to enter miscellaneous items that do not have an Inventory Item record. You can do this by not selecting an Item No and simply entering its Description, Ordered, Discount, and Price. Refer to Quote | Field Description | Grid Details to help you in filling out the fields.
    Image Modified

  4. Click Save button. Notice that the Quote No field will be filled in with a unique and a system generated number. The Customer, Location, Bill To, Ship To, and Terms are the required details in saving a Sales Order.

    Note

    You can skip saving the record if the transaction is to be duplicated or processed to sales order right away since it will be saved automatically.


    Here is a sample Quote record.
    Image Modified