Create a quote from the Sales work area

Use Menu > Sales > Quotes to create a quote when you want to select the customer on the new form. Add the products or services, quantities, prices, discounts, shipping, and billing information, and submit the form to create a uniquely numbered quote.

Before you begin

Create the customer and at least one product or service to quote. Enter a rate for an item that does not already have a price.

To create a quote from the Sales work area

1. Open Menu, and then select Sales > Quotes.
2. Select Create quote.
3. Select Customer. QuickStart supplies the primary contact, payment terms, and addresses when they are available on the customer.
4. Review Quote date, Sales rep, Quote title, Expiration date, purchase order, and memo.
5. Select Add item, select each product or service, enter its quantity and rate when required, and add it to the quote.
6. To apply an overall discount, select Discount type and enter Discount. To discount one item, edit its line and enter the item discount type and rate.
7. Review shipping and billing information and add an internal attachment when applicable.
8. Select Submit.

QuickStart creates the quote with a unique QU number.