Video: Sales Quote Overview

Take an in depth look at the Sales Quote window, including a walk through on how to create and fill in the information.

  • Sales Quote window
    • Create New Sales Quote (0:23)
    • Add a Customer
  • Header Information (0:55)
  • Details of Quote (3:35)
    • Add a Product
    • Specify Quantity Ordered
    • Price Codes
    • Price
    • Line Discount
    • Special Instructions (5:45)
  • Comment, Special Instructions, and Shipping Instructions in Footer (6:10)
  • Shipping Tab (6:45)
    • Shipping Address, Attention, and Carrier Information
      • Route, Stop, and FOB
    • Shipment Dates (7:00)
  • Customer Tab (7:27)
  • Payment Tab (8:11)
  • Additional Info Tab (8:18)
  • Notes Tab (9:00)
  • Activities Tab – Business Activities (9:12)
  • Email Tab (9:20)
  • Save Sales Quote (9:30)
    • Quote Number – defaults based on next number in Document Numbering section of Configuration Management, but can be overridden
  • Print or Email Quote (9:56)
  • Update Status of Quote (10:30)
    • Schedule to convert to Sales Order
  • Workflow Status (11:33)
Posted in Sales, Video - Last modified on March 7, 2017Lauren Stine
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