Finish creating the quotation

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

  • Change the sequence of goods, services, and charges, using the Move Up and Move Down buttons.

  • If you have the appropriate permissions you can view the profit for the quotation and individual order lines: Click Quotation Profit on either the Quotation Details tab or Delivery & Invoicing tab.

    The values are displayed in the quotation's currency and negative values are displayed in red.

Note: If you choose to amend the exchange rate after entering prices manually you are prompted to confirm the order prices. You can choose to retain the manually entered prices or reset them to those specified in the Price Book.

See also

Steps in this task

Confirm the quotation