Create a Sales Order Quote

In this section create Sales Orders, which we can provide a quote to our clients/customers.

1.  Open Sales Orders

2.  Click New

3.  In the Transaction Type section, select Quote

4.  Click OK
A window will appear prompting us to choose a client, i.e. the client we are providing this quote for

5.  Choose a Client and Click OK
When the Header window is displayed a default Ship to address is displayed. If multiple ship to addresses are maintained against the client the “Ship To” button in the top left hand corner allows the user to select a different “Ship To” address

6.  Click on the Details tab, and enter a Product
Right click in the Group Column and choose an item group, right click in the Product column, and choose an item

7.  Enter an Order Qty

8.  Enter a Price
If a price has already been set for this client for this item it will display automatically. If there is no price a manual price can be entered.

9.  Click on OK to save the Quote, click on Cancel for the Client display list and close Sales order input box leaving the Sales Orders module open

10. Click on Refresh, then double click on Current, and double click on Quotes