A price quote is created using a sales order, then converted to a quote.
- Navigate to Sales > Order > Sales Order.
- Type or search for the Customer.
Note: Click the Plus icon in the Customer field to add a Fast Customer.
Note: A Price Quote can be saved at any point during entry, as long as all required fields are complete. The Final tab opens when an order is saved. A Price Quote is saved with a Q preceding the Order Number.
- Click the Header section.
- Click the Quote tab.
- Select the Quote check box.
Note: Alternatively, select Quote from the Status drop-down list.
- Provide quote details on the Quote tab as necessary.
- Click the Details section to add products to the price quote. See Add products to the order in Create a sales order
- Click the Final section.
- Type shipping charges for Freight (optional).
Note: Freight amount is only allowed if terms are Prepaid & Bill or Collect.
- Type charges for Misc Charge (optional).
- Click Save.
Note: Review Print Options before sending the quote to the customer.
- Click Send.
- On the Send Document dialog select Email or Fax.
- Select the Attach check box.
- Make any necessary changes to the Send details.
- Click Send.
Click Create Order to convert the quote to an order.
Note: Quotes can only be converted for customers, not prospects.