If the quote is for new customer, you must add the customer. The template will be used to convert the contact to a customer once the quote is converted to a sales order or invoice. To correctly calculate taxes and prices for a quote, you must choose the relevant customer template in the Customer Template Code field. Several fields on the sales quote are now filled with information that you specified on the new contact card. When you have completed the contact card, select the newly created contact in the list of contacts, and then choose the OK button to return to the sales quote.For more information, see Create Contacts. Hover over a field to read a short description. In the dialog box about selecting the contact, choose the New action, and then fill in the relevant fields.If the contact is not registered, follow these steps: If the sales quote is for an existing customer, specify the customer in the Customer field. If the sales quote is for an existing contact, then specify the name in the Contact No. Specify the contact or customer that you want to send the sales quote to. To create a sales quoteĬhoose the icon, enter Sales Quotes, and then choose the related link. In the following procedure, we focus on contacts, but you can also send quotes to existing customers. If they then accept your offer, you turn the sales quote into an order and register the prospect as a customer in Business Central. You often have a contact person that you negotiate with. In most cases, you send sales quotes to prospective customers. For more information, see Invoice Sales or Sell Products. When the customer accepts the quote, you convert the sales quote to a sales invoice or a sales order in which you process the sale. While you negotiate with the customer or prospect, you can change and resend the sales quote as much as needed. For more information, see Send Documents by Email. You can also have the email body prefilled with a summary of the quote. You can email the document as a PDF attachment. You can send the sales quote to the customer to communicate the offer. You create a sales quote to record your offer to a customer or a prospect to sell certain products on certain delivery and payment terms.
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