Creation of Sales Quote on Microsoft Dynamics Nav Business Central

Dear Friends,

today we will learn how to create a sales quote. The aim of doing that is that some company they give quotation to client upon approval of quotation then they convert the sales quote to a sales order.

Step 1:

To create a sales quote go on the following menu

Main Menu --> Department --> Sales & Marketing --> Order Processing --> Sales Quotes.

Step 2:

Click on the button New

Step 3:

Enter the following Information.

General
Customer No	Enter the customer number
Customer Name	The name of the customer will display automatically
External Document No	Enter any important number related to the quotation
Sell-to
Address	Address of the customer will display automatically
Address 2	Address of the customer will display automatically
City	City of the customer will display automatically
Post Code	Post Code will display automatically
Country/Region	Country will display automatically
Contact No	If the customer has a contact person enter the contact number
Contact	The Contact person name will display automatically
Customer Template Code	If the customer has a template code enter it
Order date	Enter the order date
Document Date	Enter document date
Quote Valid to Date	Enter the validity date of the quotation
Due Date	Due date will be calculated automatically
Requested Delivery Date	Enter the delivery date
Your Reference	Enter any reference you have
Salesperson Code	if you have sales person code enter it to show which sales person has work  on the quote
Campaign No	Enter campaign number
Opportunity No	Enter Opportunity number
Responsibility Center	Enter Responsibility center
Assign User Id	It will show who has created this sales quote
Status	It shows the status of the quote
Work Description	If you have any other description, you can enter it.

Lines
Type	Enter the Type
No	Enter the type number
Description	The name of the type will appear automatically
Location Code	Enter the location code
Quantity	Enter the quantity
Unit of Measure	Enter the unit of measure
Unit Price Excl VAT	Enter the unit price
Line Amount Excl VAT	Quantity * Unit price
Line Discount %	If you want to give  line discount percentage
Line Discount Amount	If you want to give a line discount amount
VAT Prod Posting Group	Enter the VAT type

Invoice Details
Currency Code	Enter the currency code if the the quote is foreign
Shipment Date	Enter shipment date
Prices Including VAT	If the VAT is included in price
VAT Bus. Posting Group	Enter VAT business posting group
Payment Terms Code	Enter the payment terms code
Transaction Type	Enter the transaction type
Payment Discount %	Enter any discount % on payment
Pmt. Discount Date	Enter the date of the payment discount
Location Code	Enter location code.

Shipping and Billing
Ship-to	If you want to ship the item to another location
Code	Enter the location Code
Name	The name of the location will display
Address	The address of the location will display
Address 2	The address of the location will display
City	City of the location will display
Post Code	Post code of the location will display
Country/Region	Country of the location will display
Contact	If the location has a contact person enter the contact no
Shipment Method Code	Enter the shipment method code
Agent	Enter the agent
Agent Service	Enter the agent service
Package Tracking No	Enter the package tracking number
Bill-to	If you want to bill another customer
Name	Enter the name of the customer
Address	Address of the customer will display automatically
Address 2	Address of the customer will display automatically
City	City of the customer will display automatically
Post Code	Post code of the customer will display automatically
Country/Region	Country of the customer will display
Contact No	If the there is a contact person at the customer enter the contact no
Contact	Name of the contact will display automatically

Foreign Trade
EU 3-Party Trade	If the quote is a third party trade for Europe
Transaction Specification	Enter the transaction specification
Transport Method	Enter the transport method
Exit Point	Enter the exit point
Area	Enter the area.

Step 4:

After entering all information, click on the button Make order to convert the sales quote to a sales order.

Step 5:

to check if the sales order has been created go on the following menu.

Main Menu --> Department --> Sales & Marketing --> Order Processing --> Sales Order