This video takes an in-depth look at the Sales Quote window.
Take an in depth look at the Sales Quote window, including a walk through on how to create and fill in the information.
- Sales Quote window
- Create New Sales Quote (0:23)
- Add a Customer
- Header Information (0:55)
- Billing, Shipping, Contact information, Terms, and Branch - Defaults based on Customer Information
- Ship to Location - Preferred location will show by default, but user can toggle to choose another Location already setup in the database
- PO Number
- Reference
- Status
- Workflow Status
- Edit Billing or Shipping Address on the Quote itself (2:11)
- Contact Information - User can choose from drop down based on Customer Contacts listed on Customer window
- Ship to Attention
- Terms, Branch, Ship Via, Service, and Expected Ship Date (2:55)
- Details of Quote (3:35)
- Add a Product
- Specify Quantity Ordered
- Price Codes
- Price
- Line Discount
- Special Instructions (5:45)
- Comment, Special Instructions, and Shipping Instructions in Footer (6:10)
- Comment - Drop down from Configuration Management
- Special Instructions - Internal notes; do not print on standard reports
- Shipping Instructions - Print on standard reports by default
- Shipping Tab (6:45)
- Shipping Address, Attention, and Carrier Information
- Route, Stop, and FOB
- Shipment Dates (7:00)
- Customer Tab (7:27)
- Customer Contract
- Customer Type
- Marketing Code - How did this order come to you?
- Tax Code
- Payment Tab (8:11)
- Terms
- Payment Details
- Additional Info Tab (8:18)
- Origin - Web Order and EDI Store Numbers
- Class - QuickBooks Class Tracking
- Salesperson
- Reference 2
- Job
- Notes Tab (9:00)
- Activities Tab - Business Activities (9:12)
- Email Tab (9:20)
- Save Sales Quote (9:30)
- Quote Number - defaults based on next number in Document Numbering section of Configuration Management, but can be overridden
- Print or Email Quote (9:56)
- Update Status of Quote (10:30)
- Schedule to convert to Sales Order
- Workflow Status (11:33)