Adding a Quote

Use this view to add a quote, including the account, buyer, order location, customer RFQ and other quote information.

To add a new quote:

  1. Perform one of the following:
    • Click Quote on New menu.
    • Right- click Quotes on the Navigation Bar, and then click New Quote.
    • Open the Opportunity Detail view of the opportunity you want to create as a quote. In the Task Pane, in the Opportunity Tasks section, click Convert to Quote.

      The opportunity primary contact, account, products and other information are automatically copied to the new quote.

  2. Specify this information:
    Account

    The account associated with the quote. An account is required.

    • Click the Account Find to find the account to be associated with the quote to add an existing account.
    • Click Add account/contact to create a new contact and account to associate with the quote.
    Contact
    Click Find to find the contact requesting the quote.
    Opportunity
    Click Find to find the opportunity associated with the quote.
    Order Location (Site, Warehouse, or Office)
    Back Office Integration only. The label depends upon options selected by your administrator. The site, warehouse, or office that generated the quote. Click Find to find the appropriate location.
    Account Manager
    Click Find to find the person or team within your organization that manages the account and this quote.
    Start Date
    Click Calendar to select the start date of the quote. A start date is required.
    Customer RFQ
    Type the customer's request for quote reference number.
    Status
    The status of the quote. Select a value from the list.
    Expiration Date
    To change the date, click Calendar to select the date on which the quote will expire. If left blank, this may automatically default to a set number of days after the start date once the quote is created. The number of days is determined by your administrator.
    Currency
    Click Find to find the currency associated with the quote
    Exchange Rate
    Displays the exchange rate between the base currency of the company and the quote's currency.
    Comments
    Type any additional notes for the quote.
  3. Click Save.
  4. View the Quote Snapshot. Depending upon your implementation you may be required to promote your changes to the back office application. If you are required to promote quotes, you can see one of the following messages:
    Message Action to be performed
    There are pending changes since the last promotion on <date and time of the last promotion>, pricing information may be incorrect. Please submit changes using the Promote link in the Task Pane. In the Task Pane, click Promote to promote your changes to the back office application.
    There are no pending changes since the last promotion on <date and time of the last promotion>. No action is required.
    An error occurred during the last sync cycle. Please refer to the Sync History tab for more information.
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