Tutorial
Create a quotation and sales order
Create a Quotation for the correct customer or prospect and select the company, currency and price list.
Before you start
Move from prospect and opportunity to quotation, confirmed order, delivery, invoice and collection. Maintain customer records, pricing, contracts and portal access alongside the commercial workflow.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- Create a Quotation for the correct customer or prospect and select the company, currency and price list.
- Add items, quantities, prices, dates and applicable taxes. Review the printed quotation and validity terms.
- Save and submit through the configured process when authorized. Record the customer’s confirmation.
- Use the permitted Create action to make the Sales Order from the accepted quotation. Review delivery dates and warehouses before submitting.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
Changes to a submitted transaction may require cancellation and amendment. Do not create another order simply to conceal a duplicate.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.