Create a price quote

A price quote is created using a sales order, then converted to a quote.

1. Navigate to Sales > Order > Sales Order.
2. 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. 

3. Click the Header section.
4. Click the Quote tab.
5. Select the Quote check box. 
   

   Note: Alternatively, select Quote from the Status drop-down list.
   

6. Provide quote details on the Quote tab as necessary.
7. Click the Details section to add products to the price quote. See Add products to the order in Create a sales order
8. Click the Final section.
9. Type shipping charges for Freight (optional).

   Note: Freight amount is only allowed if terms are Prepaid & Bill or Collect.

10. Type charges for Misc Charge (optional).
11. Click Save.

    Note: Review Print Options before sending the quote to the customer.

12. Click Send.
13. On the Send Document dialog select Email or Fax.
14. Select the Attach check box.
15. Make any necessary changes to the Send details.
16. Click Send.