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Create a new sales quote

This is only available with the Sales Quotes Add-on Module.

You can create a sales quote that will not commit items from your inventory but just allow a customer to see the pricing of a prospective order. Later on, quotes can be converted into sales or master orders.

  1. Navigate to sales section icon Sales, then sales quote icon Quotes.
  2. Click on Add New icon New Quote.
  3. Search for the customer name by using the search bar provided. Click once on the customer name, then click Add. If you don’t see your customer, you must add them as a customer first.
  4. Review and complete the information on the top half of the quote. See the Detailed Sales Quote Description for the meaning of each entry field and tab.
  5. Add items to the quote in one of the ways available.
  6. You can print the quote or email the quote to the customer.
  7. The quote will remain valid until the expiration date, this setting can be adjusted in System Setup > Company Preferences > Sales.
  8. Update the status of the quote in the financial summary table by choosing Open, Waiting on Customer, or Lost from the dropdown menu.
  9. If accepted, you can convert the quote to an order.