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Topic:
Sales
Use the Sales Quote Document (sometimes called Estimate) to create a detailed item by item description of what you are proposing to sell your customer. Unlike other Documents, such as Sales Invoices and Bills the Sales Quote does not post any values to the Accounts (Nominal Ledger).
Prerequisites
Using salesorder.com the basics
Entering Line Items
Working with Transactional Documents
Working with Items
Creating a new Sales Quote
See Creating new Transactions and Entering Line Items for the basic information.
Sales Quote Key Facts
| • | Sales Quotes are used to provide a detailed item by item description on what you are going to sell to the Customer. |
| • | Issuing a Quote does not affect the associated Customer balance. |
| • | The format of the Printed Document (e.g. your company logo, colors etc.) and which columns are displayed in the Line Item table are configurable. See Working with Document Templates. |
| • | Once a Quote has been create you can then generate Sales Orders, Sales Invoices, Cash Sales or Sales Opportunities from the Quote as required. |
Related tasks and information
Configuring Transactional Documents
Entering Billing/Shipping addresses
Creating related Documents
Printing Documents
Working with Emails
Transaction Audit Trail
Working with Sales Invoices
Working with Sales Orders
Working with Cash Sales
Working with Sales Opportunities
Checking Stock Availability
Working with Prospects
Working with Customers
Working with Jobs
Working with Memos
Working with Classifications
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