Quotes

Purpose: To describe the features of the Customer Quotation module.

Description

Customer Quotation (Sales)  <-- Follow this link to see a description of this module/feature in the Comprehensive Module List.

Licensing

The Customer Quotation feature is a component of the Sales Management module and is a core feature of all licenses.

Access

This module may be accessed utilizing multiple methods:

1. From the main menu screen:
1. Left-click the Quotes button; the Quotation search window will appear.
2. A particular quote may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button; the Quotation window will appear.
2. From the ribbon:
1. Left-click Sales.
2. Left-click the Quotes button; the Quotation search window will appear.
3. A particular quote may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button; the Quotation window will appear.
3. From the shortcut menu:
1. Left-click Sales.
2. Left-click Customers List; the Customer List search window will appear.
3. A particular quote may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button; the Quotation window will appear.

Procedures

1. Create Sales Quote
2. Complete Sales Quote Based on Vendor Bids
3. Convert From Quote
4. Quote Worksheet Report
5. Change Quote Type
6. Void Quote
7. Quote Commission
8. Quote Setup
9. Add New Quote
10. Edit Quote
11. Print Quote Worksheet
12. Find Quote Line
13. Mark Up Quote Price
14. Quote Customer Based on Vendor Bids
15. Autosourcing
16. Set Delivery Date
17. Quote Taxes

[More information may be obtained from Pentagon 2000 Technical Support]