Creating a quick quote

You can obtain pricing information, record a new price, and create a quote order (QU) in Sales Customer Pricing Inquiry.

Note: To create a quote order that contains a restricted product and requires a restriction override, use Sales Order Entry. If you use Sales Customer Pricing Inquiry, the quote is created but the restricted product is not included and the price record is not applied. You must then maintain the quote in Sales Order Entry, overriding the product restriction and adjusting the price in the Pricing view.

Select Sales > Inquiry > Customer Pricing.
Specify search criteria, and then click Search.
Click Work Sheet.
Specify the criteria to change the price, and then click OK.
If your customer accepts the price, click Record Price.
A message confirms that the price has been recorded.
If your customer is inquiring on several products, repeat the previous steps to change and record the price.
When you are finished with pricing inquiries, click Create Quote to create the quote for the recorded prices.
Verify the line item information with your customer, and then select the lines to add to the quote.
Click Submit.

A message shows the order number. Click OK.

If lines for recorded prices were not added to the quote due to an error, this message is displayed: XX Price Record(s) Not Added to Order #XXXXX. Operator Interface is Required. Add Manually. Price Still Recorded. You must add the lines manually in Sales Order Entry.