Confirm the quotation

Note: You'll only see the Sales Quotation Conformation screen if you've chosen Show the order number when order confirmed in the SOP settings

Open: Sales Order Processing > Quotations > Enter New Quotation.

  1. Click Save.

    2. The Sales Quotation Confirmation window appears.

  2. Enter the Customer Order no.

    3. This can be a reference that the customer gives you, their name, or their own quotation number. You can use numbers and letters.

  3. Click OK.

    4. The system generated quotation number is displayed.

  4. Click OK.

    5. The quotation information is stored.

See also

Reference

Confirm the sales order

Document numbering (SOP settings / Invoice and order settings)