Contacts, potential customers, or existing customers may submit a request for quote either due to the nature of the product, because they have not traded with your company before, or because they wish to negotiate a better price. In this case, you can use a sales quote document that is flexible in that it requires a customer template code instead of existing customer account information, and it can be transformed into a sales order or archived for future transactions with that business partner.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Respond to a customer's or contact's request for quote by capturing item, quantity, price, and date information in a sales quote for further processing in case the quote is accepted. | |
Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice, using the simplified features in Microsoft Dynamics NAV. | |
Base the sales quote on an existing sales document with the same or similar header or lines information. | |
Create a customer card based on the header information on a sales quote to a non-customer company. | |
Select and apply a different sales line discount than the discount applied according to the best price principle. | |
Select and apply a different sales line price than the price applied according to the best price principle. | |
Calculate the recorded customer invoice discount on a sales line when the item and quantity is entered. | |
Print a sales quote document to be sent to the customer. | |
Reflect a customer's acceptance of a quote by converting a sales quote to a sales order for further processing. | |
Archive a sales quote that did not result in a sales order to quickly restore it if the customer returns. |