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

  1. Click > .

  2. Press CTRL+N to open the form.

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

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

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

  6. In the drop-down list, select the template group.

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

  8. In the field, select which prices you want to use for the quotations. If you select , the prices are based on the item card; if you select , you prices are based on the selected quotation template.

  9. If necessary:

    • Define the requested receipt and ship dates in the and fields.

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

    • Enter the customer requisition number and reference in the and field, if provided by the customer.

  10. Click to create the sales quotation.

Note Note

The expiry date is calculated based on the default value in the field on the tab in the form ( > > .)


See Also