Although the templates are used primarily to create quotations in mass, you can also use a template to create a single quotation.

1. Click Accounts receivable> Sales quotation.

2. Press CTRL+N to open the Create quotationform.

3. In the Business accountdrop-down list, select the recipient of the sales quotation.

4. In the Contactdrop-down list, select the contact identification (ID), if any.

5. Click the plus sign (+) to open the Template.

6. In the Group IDdrop-down list, select the template group.

7. In the Template namedrop-down list, select the template that the quotation will be based on.

8. In the Method of calculationfield, select which prices you want to use for the quotations. If you select Based on current values, the prices are based on the item card; if you select Based on template values, you prices are based on the selected quotation template.

9. If necessary:

   • Define the requested receipt and ship dates in the Requested receipt dateand Requested ship datefields.

   • Change the invoice currency of the sales quotation in the Currencyfield.

   • Enter the customer requisition number and reference in the Customer requisitionand Customer referencefield, if provided by the customer.

10. Click OKto create the sales quotation.

Note
The expiry date is calculated based on the default value in the Expiry daysfield on the Generaltab in the Parametersform ( Accounts receivable> Setup> Parameters.)