Create or edit a quote

Can I do this task?

1. In the Navigation Pane, click Sales, and then click Quotes.
2. In the Records group, click New, or open the record that you want to edit.
3. To edit an active quote A quote that has been finalized and is ready to be sent to a customer. Active quotes are read-only., in the Actions group of the record, click Revise.

   The status of a quote is listed in the Status column in the list of quotes. When you revise an active quote, a new quote with a new Quote ID is created. The old quote is automatically closed and stored for tracking.

   If you are closing a quote, click Close Quote instead of Revise, and enter a Status Reason, Close Date, and Description.

4. In the General section, enter or edit information or observe any noted restrictions or requirements as needed:

   You can use accent marks, in a customer's name or elsewhere, without affecting your ability to sort and find information.

   • Quote ID

     This information is automatically created.System administrators can set the auto-numbering format for this ID from the Administration page, under Set Auto-Numbering.

   • Revision ID

     This information is automatically created.The Revision ID tracks the number of times an active quote has been revised.

   • Name

     Type a name between 1 and 100 characters. Records lists sort by name by default.

   • Potential Customer

     Search for and select an account or contact.You can click the Lookup button to search for and select records.

   • Currency

     Select the currency in which the quote will be calculated.

   • Price List

     Select the price list A group of the specific prices that can be charged for each unit in the unit group of a product. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product. that you want from the product catalog. You can click the Lookup button to search for records or to select records.

   In the Totals area, enter all the information you have available. If you are adding a discount, you can add a percentage or monetary discount, or both.

   • Detail Amount

     This box is read-only and automatically calculates the sum of all existing quote, order, or invoice line items, which includes products and write-in products.

   • Quote Discount (%)

     This number represents a percentage of the total amount (not including freight charges) that will be discounted from the total amount. This must be a number between 0.00 and 100.00. You can use a decimal point, but you cannot use a percent sign (%).

   • Quote Discount

     This number represents a whole monetary amount that will be discounted from the total amount. This must be a number between 0.00 and 100,000,000,000.00. You can use commas and a decimal point, but you cannot use a currency symbol, such as dollar ($), euro (€), or yen (¥).

   • Pre-Freight Amount

     This box is read-only and automatically calculates a subtotal based on the detail amount and any discounts.

   • Freight Amount

     This must be a number between 0.00 and 100,000,000,000.00. You can use commas and a decimal point, but you cannot use a currency symbol, such as dollar ($) or euro (€).

   • Total Tax

     The total tax is calculated when you click Recalculate or Save.

   • Total Amount

     The total amount is calculated when you click Recalculate or Save.

5. Under Information, click Notes. In the Notes section, click Add a new note, and add the information that applies to your record.
6. Click Save or Save and Close.

   Resolve potential duplicate records.

   When you publish a duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate., a matchcode A code that is created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. is created for every record in the matching record type for that rule. Publishing occurs in the background as a system job.

   1. To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
      • If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
   2. If your new or updated record is not a duplicate, to create the new record, click Save Record.

      - OR -

      If your new or updated record is a duplicate, to cancel your changes, click Cancel.

   Note

   Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records

Tips

Note

To add a contact to the quote, under Common, click Other Contacts, and, in the Records group, click Add Existing Contact. Look up and select the contact you want, click OK, return to the quote, and click Save or Save and Close.