Enter Quotes

Overview

Generating quotes can be done as quickly as generating an order in the Enter Quotes screen. After creating the quote you have the ability to print it using a customer format which shows pricing or an internal format that shows pricing, costs, and rebates. Quotes have expiration dates that print in large bold print at the bottom of the Quote printout form.

The Enter Quotes screen is used to enter new quotes and can also be used to view existing quotes. When you enter the screen, it is in entry mode and you can immediately begin entering quote information. If you wish to view an existing quote, click on the Enter/Execute Query icon or press the F7 and enter the quote number and press the F8 key to retrieve the information.
When you enter a new quote, the Status will default to Open. If an order is generated from the quote using the 'Convert Quote to Order' process, the status of the order will then change to 'Order'. If it is determined the prospect is not going to place an order, change the status of the quote to "Closed" by entering a Close Reason.
You can also enter a Probability percentage that the quote will become an order. The
Probability will be used when generating a Sales Forecast Report. The report can be generated based on the probability that quotes will become orders within the next six months. Be sure to check the Include in Forecasts check box to have the order included in the Sales Forecasting report.
You also have the ability to enter extensive notes for a quote. Notes are kept in a separate block so you can view them quickly and easily. You also have the option of printing notes stored on a quote in the Follow Up and Prospect Referral Reports.