Common Tasks for Creating Quotes and Sales Orders

After you create either a quote or an order record, complete the following common tasks:

1. Adding Line Items to a Quote or an Order

2. Working with Line Items of Quotes and Orders

3. Selecting a Nondefault Price List

4. Viewing and Recalculating Prices

5. Applying a Manual Discount

6. Adding Shipping Information

7. Calculating Shipping Charges

8. Calculating Taxes

9. Checking Availability to Promise (ATP)

10. Entering Payment Information for Quotes or Orders