Working with Quotes

Working with Quotes (6423)

Quotes are proposals that supply pricing information to customers and record a potential sale. Every quote has its own window, which can display two different kinds of information.

Click the Quote tab to enter or view basic information about the customer and items in the quote. This is the information you see when you open a quote.

Click the Profitability tab to see how the terms of the quote affect your bottom line. You can adjust prices and profit levels to ensure that both your needs and the cus- tomer?s are met.

Because a quote doesn't represent an actual sale, dollar amounts and item quantities don't affect your finances or inventory. When the customer is ready to commit to a sale, however, you can convert the quote to a sales order or invoice. See "Carrying Information Forward" in Chapter 2 for information about converting the quote.