Entering a Quote
You can use the O/E Order Entry screen to enter new quotes for customers.
Note: A quote does not affect quantities on sales orders until you set its order type to Active.
To enter a quote:
- Order Entry > O/E Transactions > Order Entry.
Note: If the O/E Order Entry screen is already open on an existing order, you can create a new order by clicking the Create New Entry button.
- Enter the order number to use for the quote, or accept *** NEW *** to have Order Entry assign the next available number when you post the quote. More...
- Use the Customer Number field to specify the customer number for the quote.
You can also use the links to the right of the Customer Number field to create a new customer, look up customer information, and edit bill-to information for the customer.
- On the Order tab, select Quote from the Order Type list. The Quote Expiration Date field appears and displays the default expiration date based on the default number of days specified on the O/E Options screen.
- Enter the expiration date. More...
- Enter remaining information for the quote, including items and charges to be included.
- For more information about entering information and details, see Entering an Order.
- For more information about specific fields and controls on the O/E Order Entry screen, see O/E Order Entry Screen.
- Click Post.
After entering a quote
- You can promote a quote to an active, standing, or future order. For more information, see Promoting a Quote to an Order.
- If you do not promote the quote to an order before the expiration date you entered, Order Entry automatically removes the quote the next time you run Day End Processing after that date.