1. Sales Quotations
The sales quotation function is a pre-step to a customer order. It allows enteringand handling requests from existing and prospective customers.Like the customer order, the sales quotation is built in two levels, an order headerand one or several quotation lines. The first step in a new entry is to enter the salesquotation header. When the header has been entered with valid data and saved, it assumesplanned status. The second step in a new entry is to enter the line(s). When a quotation lineis entered, it also assumes planned status. The status of the order header does not change; itis still planned. The customer type and customer in the quotation header can only bechanged as long as no lines are entered.When you enter a sales quotation for a prospective customer, it is possible to enteronly basic customer information. This prospect will later be entered as a real customer if the quotation, or any of its lines, is accepted and converted into a customer order. At thelater stage when the customer order is created, the new customer and additionalinformation are entered in the Create Customer Wizard.On the quotation lines you specify the parts and quantities that the customer wantsto order. You can also specify the desired date of delivery, planned date of delivery, pricesor price breaks, discounts, and some other information for each quotation line. You canchoose not to enter any quantity and instead use price breaks, i.e. different prices fordifferent quantities. By right-clicking the quotation line, you can open the Price Breaksdialog box and enter the price breaks (price breaks are not possible for package parts).