Any quotation with the status of Createdcan be sent to the business relation for confirmation, either directly by using e-mail or by printing it out and physically sending it.

1. Click Accounts receivable> Sales quotationto open the Sales quotationform.

2. In the Overviewtab, select the quotation that you want to send to the business relation.

3. Click the Updatesbutton > Quotationto open the Send quotationform.

4. In the Send quotationform, click the Optionsbutton to select whether you want the quotation sent to Screen, E-mail recipient, File, Print archiveor Printer.

5. Click OKto accept the update and change the quotation status to Sent.

You can confirm any quotation with the status of Created. The quotation does not have to be sent before you confirm it.

1. Click Accounts receivable> Sales quotationto open the Sales quotationform.

2. In the Overviewtab, select the quotation that has been accepted and confirmed by the business relation.

3. Click the Updatesbutton > Confirmationto open the Confirm quotationform.

4. In the Confirm quotationform, select the Print confirmationcheck box if you want to print the quotation.

5. Click OKto accept the update and change the quotation status to Confirmed.

   The quotation will now be converted to a sales order. Use the sales order form for additional processing.

You can update the status on all Sentquotations to Lost, if it is necessary.

1. Click Accounts receivable> Sales quotationto open the Sales quotationform.

2. In the Overviewtab, select the quotation you want to register as lost.

3. Click the Updatesbutton > Quotation lostto open the Lose quotationform.

4. In the Reason lost, select from the drop-down list the reason that the quotation was lost.

5. Click OKto accept the update and change the quotation status to Lost.

Any quotation with the status Sentcan be canceled.

1. Click Accounts receivable> Sales quotationto open the Sales quotationform.

2. In the Overviewtab, select the quotation that you want to cancel.

3. Click the Updatesbutton > Quotation canceledto open the Cancel quotationform.

4. In the Reason must be specifiedfield, select the reason that the quotation was canceled from the drop-down list.

5. Click OKto accept the update and change the quotation status to Canceled.