1. Click Accounts receivable> Sales quotation.

2. Press CTRL+N to add a new line.

3. In the Create quotationform, select a Business account.

Note
Because this template is sent out to several business accounts based on different criteria than the criteria in this form, it is not important which business account you select.

1. Click OKto submit the quotation template.

2. On the Generaltab on the quotation header, select Group ID.

3. In the Template namefield, type the name of the template you are creating. If you plan to use the template immediately, mark the Activecheck box.

4. On the Linestab, press CTRL+N to create an item line for the quotation template.

5. Select or type an item number, quantity, unit, and unit price. You might want to list a different unit price for this template.

6. Repeat this process for each item line that is required for the quotation template.

Note
You have to fill in the Templatefield group before you add lines to the template. You cannot change a quotation to a template after you have added lines to it. This is to prevent the template from being included in master scheduling or statistics as a quotation.

You can modify an existing quotation template at any time after it has been created by editing the information that is registered on the selected quotation template lines.