Video: Sales Quote Overview

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

  • 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)

  • Shipping Tab (6:45)
    • Shipping Address, Attention, and Carrier Information
      • Route, Stop, and FOB

    • Shipment Dates (7:00)

  • Payment Tab (8:11)

  • Workflow Status (11:33)