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Sales QuotationSales and marketing > Common > Sales quotations > All quotations
Send quotations to a Customer or Prospect to confirm pricing and other terms before processing an order. A quotation can be converted into a Sales order once an agreement is reached.
Summary
1. Create a Quotation2. Enter Quotation lines3. Send Quotation4. Confirm to Sales order
Steps
• Quotations can be used to communicate a price list for new Customers
Tips
Create a Quotation
• Click the new Sales quotation button.
• Choose Account type Customer.
• Select the Customer account.
• Click OK.
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Sales Quotation
Enter Quotation lines
• Choose the Item number.
• Enter Quantity of items.
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Sales Quotation
Sales quotation header
Item number
Line details
Interactive 2.1 Quotation Lines
1 2 3
Sales Quotation
Movie 2.1 Sales Quotation
Sales Quotation
Send Quotation
• On the Quotation tab, click the Send quotation button.
• Mark Print quotation.
• Click OK.
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Sales Quotation
Confirm to Sales order
• On the Follow up tab, click Confirm.
• Click OK.
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Sales Quotation