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  1. Open the Sales | Sales Order menu. If there is no existing record yet, this will open a new Sales Order screen.
  2. If there are existing records, click the New button on the integrated search grid to open a new Sales Order screen. You will notice that some of the fields, like the Date, Due, Location, Ordered By, Status, and Currency,  are already populated by default. You can still change these if necessary.
  3. Check the Quote checkbox button. 
  4. Enter the header details. 
    1. Fill out the the Customer, Date, Location, Bill To, Ship To, Terms, and Currency. These are the required header details.
    2. Fill out other header details if needed. Refer to Quote | Field Description | Header Details to help you in filling out the fields. 
  5. 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.
    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

  6. Click Save button. Notice that the Order 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

 

 

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title16.1
  1. Open the Sales | Sales Order menu. If there is no existing record yet, this will open a new Sales Order screen.
  2. If there are existing records, click the New button on the integrated search grid to open a new Sales Order screen. You will notice that some of the fields, like the Date, Due, Location, Ordered By, Status, and Currency,  are already populated by default.
  3. Check the Quote check box button. 
  4. Enter the header details as needed. Refer to Quote | Field Description | Header Details

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  1.  to help you in filling out the fields. Note that the required details are Customer, Location, Ship To, Bill To, Terms, and Currency.
  2. 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 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, Price, and other necessary details. 
    Image Modified

  3. 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 Modified

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Expand
title15.4
  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.
  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.

    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. 

  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.

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