Enter the delivery details (quotations)

Open: Sales Order Processing > Quotations > New Quotation

Open: Sales Order Processing > Quotations > Amend Quotation

1. Select the Delivery tab.

2. Enter or amend the Delivery address.

   • To use the same address as the invoice (displayed on the Quotation and Invoice Details tab), select Use quotation & invoice address.

   • To use an existing delivery address that you've saved for a customer, clear Use quotation & invoice address, then select the address from the Delivery address list.

   • To enter a one-off delivery address for a customer that you don't want to save, clear Use quotation & invoice address, and just enter the address details.

   • If the quotation is for a prospect account, enter the Invoice Address details on the Quotation and Invoice Details tab. If you want to use a different one-off delivery address, clear Use quotation & invoice address and just enter the address details.

   • If you don't select Use quotation & invoice address and enter a separate delivery address, make sure that you check the Country code in the VAT Details section on the Quotation and Invoice Details tab.

     Use the same Country code as you've set for the customer account (on the Trading tab). This makes sure the correct VAT rates are used.