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StepTask
1

From My Shortcuts click Sales Orders.
Alternatively, using the Navigation Tree button expand Sales - Transaction Processing then click Sales Orders.

2Click New and in Order Header Type select 'Quote'
3

If the Customer Id is already known, type it into the Cust No.* search field then press your <Tab> key.
Alternatively, click the Search button then enter any desired search criteria. Click Find to display the search results then select the appropriate Customer Id hyperlink.

4

If the Customer requires an Order number to be entered, click in the 'Cust Order #' to enter the required number. Job name and part numbers which make up the order number can then be entered as required.

5

Select the relevant code from the drop down arrow  in the Desp. Method field. Date Required will default to the next day but can be updated as required.

6

Each required product to be quoted is entered via the Product field in the 'Order Lines' tab.

7

Type, scan or search for the Product to add.
The Product Desc.Unit Price and Disc % (defaults to 0) are automatically populated.

To clear the details of a selected product, use the button on the specific product line.

8

Click on the Quantity field for the new transaction line and enter the correct value. If required, also select the appropriate UOM using the Search button.
For Tally products, enter the tally qty and length in the Tally field for example, 5/3.1,10/4.2, 6/5.1. The system will validate and translate to a timber tally and total LM for the timber product. Once all product details are entered press <Enter> or click on the to save the line details. The entered product will then be displayed beneath the new product entry, detailing all the order details.

9

To update line detail (Qty, Price, Usage, Picking Group or Line Comments), click To update a product with a timber tally defined, click .

10Repeat steps 6 - 8 to add additional products as required.
11Set the quote expiry to a future date.
12From the 'Actions' button in the top right-hand corner select "Create Contract". A Create Contract popup screen will load.
13

Enter required contract details. You can optional select to add to an existing contract using the tick box Merge, and/or tick override existing products to override existing products on that contract.

14Click "Create Contract".

For further detailed information, refer to: Creating a Sales Quote.