The Product Quotations page manages quotes for products. Products are typically defined in inventory first. But product quotations also supports specifying "free form" products not in your inventory. Each quotation can override the default prices specified for products.
Select the CRM > Quotations > Product Quotations tab.
Click New.
Enter the following in the Customer Info panel.
Destination Type - Location, Site, Warehouse
Destination
Contact
Enter the following fields in the Quotation Info tab.
Quotation Number
Quotation Date
PO
PO Date
Ship by Method
Ship by Date
Project
Payment Term
Sales Rep
Pricing Level
Shipment Type
Status
Notes
Click Save. Tabs display at the bottom of the page.
Click the Inventory Items tab.
Click Add.
Select one or more products.
Click OK.
Update the following default values for each inventory item added. Changes are reflected in the Grand Total at the bottom of this tab after you save.
Pricing Level
Quantity
Unit Price
Discount
Click the Items tab and click Add. These are "free form" items that are not defined in your inventory. After you save a row, click the row to edit it. Changes are reflected in the Grand Total at the bottom of this tab after you save. Repeat this step to add as many rows as you require.
Item
Item Description
QTY
Unit Price
Discount
Taxable - Yes or No
Total
Click Save.
Click the Charges tab click Add. After you save a row, click the row to edit it. Repeat this step to add as many rows as you require.
Charge
Currency
Amount
Date
Notes
Click Save.
Click Notes tab.
Click Add to add a note.
Click the Custom Fields tab.
Enter values in the custom fields, as appropriate for this record.
Custom fields are maintained using the Admin > My Company > Custom Fields page.
Click Attachments tab.
Click Upload a new file to upload files to this record. For example, a request for quote (RFQ).
