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Sales QuotationSales and marketing > Common > Sales quotations > All quotations

Send quotations to a Customer or Prospect to confirm pricing and other terms before processing an order. A quotation can be converted into a Sales order once an agreement is reached.

Summary

1. Create a Quotation2. Enter Quotation lines3. Send Quotation4. Confirm to Sales order

Steps

• Quotations can be used to communicate a price list for new Customers

Tips

Create a Quotation

• Click the new Sales quotation button.

• Choose Account type Customer.

• Select the Customer account.

• Click OK.

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Sales Quotation

Enter Quotation lines

• Choose the Item number.

• Enter Quantity of items.

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Sales Quotation

Sales quotation header

Item number

Line details

Interactive 2.1 Quotation Lines

1 2 3

Sales Quotation

Movie 2.1 Sales Quotation

Sales Quotation

Send Quotation

• On the Quotation tab, click the Send quotation button.

• Mark Print quotation.

• Click OK.

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Sales Quotation

Confirm to Sales order

• On the Follow up tab, click Confirm.

• Click OK.

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Sales Quotation