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:

  1. Open 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 New New button button to the right of the Order No. field.

  2. 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...

    Order Entry assigns order numbers according to settings you specify on the Documents tab of the O/E Options screen. For more information, see O/E Options Screen.

  3. Enter the customer number in one of the following ways:
    • Enter the number, and then press Tab.
    • Use the Finder to select the number.

    You can also create a new customer, look up customer information, and edit bill-to information for the customer. More...

    Using the buttons to the right of the Customer No. field, you can:

    • Create a new customer. Click the New New button button to create a new customer on the A/R Customers screen. When you finish, the new customer number appears in the Customer No. field.
    • Check the customer's credit. Click the Pre Credit Check button to check the customer's credit status before entering a transaction.
    • Edit the customer's billing address. Click the Zoom Zoom button button to view and edit the customer's billing address for the current transaction. (Any changes you make apply to the current transaction only, and are not saved to the customer record.)
    • Look up information about the customer. Click the Inquiry button to open the A/R Customer Inquiry screen to look up information about the customer.
  4. On the Order Type list, select Quote. The Expiration Date field appears and displays the default expiration date based on the default number of days specified on the O/E Options screen.
  5. Enter the expiration date. More...
  6. 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.
  7. Click Post.
  • 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.