Sales Quotes
Sales Quotes Let You
• Respond to a customer request for a quote
• Monitor the status of a quote
• Provide visibility on potential gross margin contribution
• Provide history by item number or customer
• Generate reports on expired quotes that did not result in a customer order
Why Consider?
• Can be released to a sales order
• Can be used as a template for a recurring sale, lease, or service contract (if not using SSM)
Setup Implications
• Set up Sales Quote Control and Sales Quote Accounting Control (in EE)
• When releasing a sales quote to a sales order, set the Release field in Sales Quote Maintenance to Yes
