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.

    See Enter the quotation details.

  • 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.

    See Enter the quotation delivery and invoicing details.

Note: You can add memos to quotations in the Web Portal, but these will not be visible in the Sage 200 desktop.