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
