Sales Quote
A.k.a. estimate
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A.k.a. estimate
Last updated
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See
A common set of actions are present on most Salesorder Documents.
See .
A Sales Quote presents an offer to the Customer.
Once accepted you can create one or more Sales Orders containing all or selected line items. You can email the quote to the customer or present the quote in the Trade Acceleration Portal (TAP).
You can customize the Sales Quote using and .
You can select multiple or individual line items and using actions create these Documents from a Sales Quote:
Sales Order
Sales Invoice
Cash Sales
Sales Opportunity
You can:
Create multiple Sales Orders from a Sales Quote.
Track Documents created from the Sales Quote on the Transactions tab.
When you create subsequent Documents from a Sales Quote i.e. Sales Order(s), you can manually set the Quote 'Status' field to show the progress of the quote in your sales process.
The statuses are: Open, Submitted (to the Customer), Accepted (by the Customer), Rejected (by the Customer), On Hold, No Response.
Use a Custom field or a Memo and a Memo Type to enhance quote tracking. For example, create a Custom field with a dropdown list to add and manipulate your own statuses. Alternatively, specify a Memo type and track quote details using a Memo.
See or .
