Creating a quick quote for a catalog product

You can obtain pricing information, record a new price, and create a Quote Order (QU) for a catalog product in Sales Customer Pricing Inquiry.

Depending on your operator security and the catalog record, you can also convert the catalog product into an inventory product before you add it to the quote. To covert a catalog product, it must eligible for conversion, and it must be set up with a valid product line. If you convert a catalog product, records are created in these functions, based on values from the catalog record:

Product Setup
Product Warehouse Product Setup

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 catalog product and other search criteria, and then click Search.
Click Yes when Product Found in Catalog - Accept Catalog Item? is displayed.
Click Work Sheet.
Specify the criteria to change the price, and then click OK.
If your customer accepts the price, click Record Price.
Create Catalog Product in Inventory? is displayed.
Click No to retain the product as a catalog product.

A message confirms that the price has been recorded.
Optionally, click Yes to create inventory records.
1. Specify this information:
  
  Product Type
  
  Select Standard Product, Remanufactured Product, or Dirty Core.
  
  Status
  
  Select Stocked, Order As Needed, or Order As Needed - Non-Stock. Depending on the catalog record and your operator security, the available values might be limited.
  
  Country of Origin
  
  Specify the county where the product was manufactured, produced, or grown. When used in conjunction with an HS Code or tariff code, the country of origin further defines the criteria for a particular tax rate.
  
  Tariff Code
  
  Specify a Harmonized System (HS) Code or another type of tariff code. A harmonized tariff code is part of the Harmonized Commodity Description and Coding System that was created by the World Customs Organization (WCO). A logical nomenclature method is applied by the HS system to categorize goods into commodity groups. Countries often assign customs duties, based on the harmonized tariff code of the product.
2. Click Submit.
  
  A message confirms that the price has been recorded.
Click Create Quote to create the QU for the recorded price.
Verify the line item information with your customer, and then select the lines to add to the QU.
Click Submit.
A message shows the order number. Click OK.

If a line for the recorded price was 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 line manually in Sales Order Entry.