1. Click Project> Project quotation .

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

3. In the Business accountfield, select the recipient of the project quotation.

4. In the Contact IDlookup field, select the Contact.

5. If necessary:

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

   • Change the invoice currency of the project quotation in the Currencyfield, if needed.

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

6. Click OKto create the project quotation.

Although the templates are mainly used for mass creation of quotations, you can also use a template to create a single quotation.

1. Click Project> Project quotation.

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

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

4. In the Contactdrop-down list, select the contact ID.

5. Click the plus ( +) icon 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. Based on current valuesgives you the prices on the item card, Based on template valuesgives you the prices 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 project quotation in the Currencyfield, if needed.

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

10. Click OKto create the project quotation.

If you have to create many identical quotations for many different sales targets, you can mass create the quotations instead of creating identical sales quotations one by one. You can do this for sales quotations and project quotations, but when mass creating any kind of quotations, you must base the quotation on a quotation template.

All mass created quotations are based on your customer/business relation contact persons.

1. Click Project> Periodic> Quotation update> Mass create quotations.

2. Select template group in the Group IDfield in the Select templateform. See About quotation templates.

3. Select template in the Template namefield. See About quotation templates.

4. In the Method of calculationfield, select which prices you want to use for the quotations. Based on current valuesgives you the prices on the item card, Based on template valuesgives you the prices on the selected quotation template.

5. Select expiry date for the quotations in the Expiry datefield.

6. Click the Selectbutton to modify and filter the query generating the quotations

Note

You can filter the contact persons by Title, VIPand/or Direct mailfields to select the relevant contact persons. If no contact persons are selected or filtered, project quotations for the customer/business relation will be sent to all contact persons associated with this customer or business relation. If no contact persons are associated with the customer or business relation, no project quotations will be created.