Open the Sales Quote window.

Specifies your offer to a customer to sell certain products on certain delivery and payment terms. You must send the sales quote to the customer to communicate the offer.

While you negotiate with the customer, you can change and resend the sales quote as much as needed. When the customer accepts the quote, you convert the sales quote to a sales invoice in which you process the sale. For more information, see How to: Invoice Sales.

Related Tasks

The following table shows tasks that are related to the Sales Quote window, with links to the topics that describe them.

ToSee

Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice.

How to: Make Offers

Create a customer card for each customer that you sell to.

How to: Register New Customers

Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms.

How to: Invoice Sales

Tip

See Also