Business Considerations > Sales Quotes
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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
Sales Quote Control needs to be set up
When releasing a sales quote to a sales order, the Release field in Sales Quote Maintenance must be set to Yes
See in this training guide: Sales Quotations