1. On the Role Center, choose Sales Quotes.

2. On the Home tab, in the New group, choose New.

3. In the Customer Name field, enter the name of an existing customer. This is a search-as-you-type field. Name is the default filter.

   Note
   If you prefer to find and enter customers by number or telephone number, you can easily change the default filter. For more information, see How to: Enter Data.

   Other fields on the sales quote header are now filled with the standard information about the selected customer. If the customer is not registered, then follow these steps:

   1. In the Customer Name field, enter the new customer’s name, and then leave the field.

   2. In the dialog box that appears, choose either of the following:

      1. Choose the No button if you do not want to register the customer at this point, for example because you want to wait until the quote is accepted. Proceed to fill in the fields in the Customer Details group, and then continue with step 4.

      2. Choose the Yes button if you want to register the new customer at this point. Then proceed with the following steps.

   3. In the Customer Templates window, choose a template to base the new customer card on, and then choose the OK button.

      A new customer card opens, prefilled with the information about the selected customer template. The Name field is prefilled with the new customer’s name that you entered on the sales quote in step 3a.

   4. Proceed to fill fields on the customer card that were not prefilled from the template and fields that are specific to the new customer, such as address and contact information. For more information, see How to: Register a New Customer.

   5. When you have completed the customer card, choose the Close button to return to the Sales Quote window.

      Fields on the sales quote header are filled with information that you specified on the new customer card in step 3d. Any fields that are not prefilled can now be filled directly on the sales quote.

4. Fill in the fields in the Quote Details group as described in the following table.

   Field	Description
   Requested Delivery Date	Specify the date when the customer wants products on the quote to be delivered.
   Document Date	Specify the date that you want to record as the creation date, for example on the printed sales quote. By default, today’s date is entered.
   Shipment Date	Specify the date when you expect to ship the products on the sales quote. By default, today’s date is entered.
   Tax Bus. Posting Group	Choose the customer’s Tax specification to link transactions made for this customer with the appropriate general ledger account according to the Tax posting setup.

5. Fill in the fields in the Payment Details group as described in the following table.

   Field	Description
   Payment Terms Code	Choose a payment term. The specified formula calculates the payment due date, payment discount date, and payment discount amount on sales quotes for the customer.
   Due Date	Specify when the sales quote must be paid. By default, the field is calculated as the date in the Shipment Date field plus the period defined in the Payment Terms Code field.
   Payment Method Code	Choose the payment method that the customer usually uses to submit payment, such as bank transfer or check.

   The sales quote header is completed. Proceed to fill the sales quote lines with inventory items or services that you are selling to the customer.

   Note
   If you have set up recurring sales lines for the customer, such as a monthly replenishment order, then you can insert this line on the quote by choosing the Get Std. Cust. Sales Codes button. For more information, see How to: Use Standard Sales Lines.

6. On the Lines FastTab, in the No. field, enter the number of an inventory item or service. This is a search-as-you-type field. No. is the default filter.

   Note
   If you prefer to find and enter items by name, then you can easily change the default filter. For more information, see How to: Enter Data.

7. In the Quantity field, enter the number of items to be sold.

   Note
   For items of type Service, the quantity is a time unit, such as hours, as indicated in the Unit of Measure Code field on the line.

   The Line Amount field is updated to show the value in the Unit Price field multiplied by the value in the Quantity field.

   The price and line amount are shown with or without Tax depending on what you selected in the Prices Including VAT field on the customer card.

   Note
   If you have set up specific item prices for the customer, then the price and amount on the quote line are automatically updated if the agreed price criteria are met. For more information, see How to: Create Sales Prices for a Customer.

8. In the Line Discount % field, enter a percentage if you want to grant the customer a discount on the product. The value in the Line Amount field is updated accordingly.

   Note
   If you have set up specific item discounts for the customer, then the line discount percentage, price, and amount on the quote line are automatically updated if the agreed discount criteria are met. For more information, see How to: Create Sales Line Discounts for a Customer.

9. Repeat steps 6 through 8 for every item that you want to sell to the customer.

   The totals shown at the bottom of the sales quote are automatically calculated as you modify the lines or create new lines.

10. In the Invoice Discount Amount field, enter an amount that should be deducted from the value shown in the Total Incl. Tax field at the bottom of the quote.

    Note
    If you have set up quote discounts for the customer, then the specified percentage value is automatically inserted in the Customer Invoice Discount % field if the criteria are met, and the related amount is inserted in the Invoice Discount Amount field. For more information, see How to: Set Up Invoice Discount Terms.

11. When the sales quote lines are completed, on the Home tab, in the Process group, choose Email as PDF or Print.

    If you select Email as PDF, then an email is created prefilled with the customer’s email address, and the sales quote is attached as a PDF file. If you select Print, then the sales quote is printed as a document that you can send to the customer.

    Note
    To create an email, Microsoft Outlook 2010 or 2013 must be installed on the computer on which you are using .

12. If the customer accepts the quote, on the Home tab, in the Process group, choose Make Invoice.

    A sales invoice is created based on the information in the sales quote in which you can process the sale. For more information, see How to: Invoice a Sale.

The sales quote is removed from the database. In the Quote No. field on the sales invoice, you can see the number of the sales quote that it was made from.

Tasks