Sales Order: Enter a Price Quote

To enter a Price Quote follow the easy steps below. The quote will remain in the system until you delete it, even if you convert the quote to a Sales Order. Quotes can be entered for customers with a Hold status, but they cannot be converted to a Sales Order until the customer's status is changed from Hold.

1.Select Sales > Order > Sales Order.

2.In the Sales Order screen, click on the Quote tab on the right side of the screen and check the box. Click on any field shown in the example to the right for more information.

3.Enter a Customer reference number in the Customer field and press Tab, or click the to search for the appropriate customer.

4. Click the Detail tab. Under the Line Items tab, you can enter the product(s) that the customer would like to order. If your pricing is margin- based, you can also use the Order Pad to view sales history for the customer, and to select previously ordered products for the current sales order. For more information see the Order Pad page.

5. To enter a product, click in the Product cell of the blank row in the window. Enter the Product reference number and press Tab, or click the to search for the appropriate product. If the item that you want to order does not already exist as a product in your system, use the Fast Product feature to create the product entry right from the Sales Order screen. For more information regarding this function, see the Fast Product page.

6. Now enter the quantity in the Quant Ordered field and press Tab.

Note: If the quantity ordered is greater than the quantity available to fill the order, the system will open the "Enter Backorder Quantity" window. Enter the amount that you would like to backorder in the B/O Qty field. Check the box to the right of the Purchase field to request a purchase order for the product. Then click the OK button to move on to the Pricing window.

7. The Pricing window will display both margin and price matrix pricing information. You can select the appropriate price for the order using the Price and Detail tabs, or you can change the price manually by double-clicking on the Unit Price, entering a new price, and pressing Tab. The Cost and Gross Profit % field will update based on the new price. Click the OK button to continue with the price quote.

8. You can right-click on any field of the product entry for more options. Click on any field in the example below for more information.

When you have finished entering the products and are ready to complete the sales order, click the Save button. This will save the order and bring you to the Final tab.