How to: Create Sales Quotes

A sales quote or a blanket order can be used as a preliminary draft for an order, and the order can then be converted to an invoice.

Before you can create a sales quote, you must set up cards for the customer and for the items to be sold.

To create a sales quote

In the Search box, enter Sales Quotes, and then choose the related link.
On the Home tab, in the New group, choose New.
Fill in the No. field.
In the Sell-to Customer No. field, enter the customer's number.
In the Document Date field, enter a date.
On the first quote line, in the Type field, select Item.
In the No. field, enter the number of the item to be quoted.
In the Quantity field, enter the quantity of items you want to appear on the quote.