Confirm the quotation

You will be asked to confirm the quotation whenever you Save a new quotation or amend the quotation.

Open: Sales Orders > Quotations > New Quotation

Open: Sales Orders > Quotations > Amend Quotation

1. After you create or amend the quotation, save the quotation.

   • To save your quotation, select Save.

   • To print or view the quotation document after saving, select Save and Print.

     After you confirm the quotation, the quotation document will be produced as a PDF file. You can then view and print the document, or download it to your device. The document will also be saved to the print spooler. See Print reports and documents from the spooler.

2. The quotation confirmation is displayed, and shows the totals and discounts.

   Note: If you're entering a new quotation, the Quotation number will be displayed after you save the quotation.

3. Enter the Customer order number, if you haven't already entered this in the quotation details.

   This can be a reference that the customer gives you, such as their name, or their own order number.

4. To confirm the quotation, select Save.