Create a Quote

Main Tab Tasks

On the Main tab on the Quote Maintenance form:

1. Enter a Summary to identify the quote.
2. Select the Organisation for whom you are doing the quote.

   If the organisation does not exist, create an organisation on the Organisation Maintenance form.

3. Select Contact,
4. If the quote resulted from a lead, select the lead.
5. If the quote resulted from a campaign, select the Campaign/Activity.
6. Select the Sales Person.

   If the salesperson does not exist, create one on the Sales Person Maintenance form.

7. Quote Stage defaults to the value set on the Sales tab on the Customer Relationship Management Module Control form. Update the quote stage.
8. Enter the Dates.
9. Select the Currency to use for the quote.

Line Items Tab Tasks

On the Line Items tab on the Quote Maintenance form:

1. If the quote resulted from a lead, the Line Items field is pre-filled.
• Update the line items as required, either in the detail fields or in the grid.
• These fields must be updated because they do not exist on leads
• Tax Type
• Tax Code
• Quantity
2. To enter line items, select Line Type.
• If a general ledger account:
• Select an Account.
• Enter a Subcode if applicable
• If inventory, a non-stock item, or a CRM product:
• Select Code.
• Select Text Type.
• Select Transaction Type.
• If a non-stock code or a CRM product:
• Select Code.
• If text only
• Enter a narration.
3. Select Tax Type.
4. Select Tax Code.
5. Enter Quantity.
6. Enter Discount,
7. Enter text in the Narration field.
8. Click Save Line.
9. Repeat the process for all line items.

Note: If an inactive supplier is for an existing purchase order or quote, Inactive supplier displays in the Supplier field of the Line Items tab.

On the Delivery Address tab on the Quote Maintenance form, select the Delivery Address, .

Save your entries. If prompted to enter a number, enter a unique code for the quote.