From My Shortcuts click Sales Orders.
|2||Click New and in Order Header Type select 'Quote'|
If the Customer Id is already known, type it into the Cust No.* search field then press your <Tab> key.
If the Customer requires an Order number to be entered, clickin 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.
Select the relevant code from the drop down arrowin the Desp. Method field. Date Required will default to the next day but can be updated as required.
Each required product to be quoted is entered via the Product field in the 'Order Lines' tab.
Type, scan or search for the Product to add.
To clear the details of a selected product, use the button on the specific product line.
Click on the Quantity field for the new transaction line and enter the correct value. If required, also select the appropriate UOM using the
To update line detail (Qty, Price, Usage, Picking Group or Line Comments), click To update a product with a timber tally defined, click .
|10||Repeat steps 6 - 8 to add additional products as required.|
|11||Set the quote expiry to a future date.|
|12||From the 'Actions' button in the top right-hand corner select "Create Contract". A Create Contract popup screen will load.|
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.
|14||Click "Create Contract".|
For further detailed information, refer to: Creating a Sales Quote.