Creating a New Quote

Creating a New Quote (6424)

When you open a new quote, it's blank except for the quote number, the current date, and the expiration date. The quote number is assigned automatically based on the next number specified in the Customer Preferences window. The expiration date is calculated from the Quotes Expire In field in the Customer Preferences window. You can change either of these dates if necessary.

Creating a new quote comprises two groups of tasks--entering customer information and entering item information. You can add printed and internal comments to the quote, if desired. See "Adding Comments" in Chapter 2 for more information.