Sales Quotation

Quotes are printed estimates for a possible sale that can be presented to either a new prospect or recorded customer. When you print or save a sales quote, you do not actually update accounting information. The sale is recorded and accounting information updated when you convert the quote to a sales invoice. We make quotations to tell the our prices, terms and conditions, rules, consignment package rules and all the other required information regarding order.

To prepare the sales quotation, go in the “task” drop down menu and select the first option Quotes/sales orders from that option select option quotes. As shown in figure:

We can also open the quotation window from the navigation aid option given in the main screen. Go on Navigation aid option and select the option “sales” then select on the picture showing dollar sign to open the quotation window. As shown in the figure:

From any of the two ways, when you will click the sales quotation option the following window will open:

In the above mentioned window enter the customer ID. Add that customer ID to which you are going to send the quotation. The address (if given at the time of making of customer) will appear in “Bill To”. Enter the date on which you are making quotation. In “Good Thru” date enter that date till which you want to make the quotation valid. After the date of “goods thru” the company will not be responsible for the terms and conditions mentioned in the quotation. Enter the quotation no. which is mandatory. After filling all the requirements press the button “save” to save your actions.