Create a quotation
You can create a quotation for an existing customer, or for a prospective customer.
Enter a quotation
Open: Sales Order Processing > Quotations > Enter New Quotation.
- Enter the quotation details on the following tabs:
Quotation details.
Use this to enter the customer address details, and add goods, services and costs to the quotation.
Delivery and invoicing.
Enter the delivery address, invoice address, order discounts and analysis codes. If you are creating a quotation for an existing customer, the delivery and invoice address are taken from the customer's account.
Note: You can add memos to quotations in the Web Portal, but these will not be visible in the Sage 200 desktop.