How to Enter a Quote

Go-to: Sales Orders/Quotes > Quote Entry

Step 1. Starting a Quote

1.   Once in the Quote window, you have three options:

A.   Start new Quote (Ctrl+N)

B.   Open/Search existing Quote (Ctrl+O)

C.   Enter existing Quote ID

Step 2. Enter your Customer Name

1.   Enter in the Customer ID.

2.   Tab over and enter the Ship-to #.

3.   If an exact Customer is not found, use the Customer locator.

4.   Type in the Customer name or part of the Customer name

5.   Click Search to pull all related Customers

*double click or use the Enter key to select a Customer.

Step 3. Populate Quote header information

1.    Finish populating the remaining Quote header information

Step 4. Adding Items

1.    Click the Detail tab (F8 or Ctrl+A) to move to the Item Detail screen.

2.    Search by item number, cross reference or keyword (use the Tab key, if an exact match is not found the Item Locator will appear

3.    The Item Locator will return a list of search results and their available quantities.

*double click or use the Enter key to select an Item from the locator

Step 5. Entering a Quantity and Cost

1.    Use the Enter key to move from the Item field to the Ordered field and enter your quantity.

2.    Use the Tab key to move from the Ordered field to the Price field and enter/verify your price.

3.    Hit the Enter key twice to add the Item.

4.    Repeat this process to add additional Items (enter Item>Enter key> enter Ordered quantity>Enter key>enter/verify Price>Enter key.

Step 6. Save the Quote

1.    Click the Save icon (Ctrl+S)