Sales Quotation

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Introduction

A Quotation is not a sales order document type but a different document type named "Quotation" linked to a specific document sequence.

The overall flow is very simple:

• Create a sales quotation
• Create a sales order from the sales quotation or reject the quotation

Header

Create a sales quotation and process it when ready.

Lines

Add products to be included in your sales quotation. Each product can be added by creating a new line.

Line Tax

This tab shows the taxes related to the quotation line.

Tax

Edit the taxes applied to the quotation.

Full list of Sales Quotation window fields and their descriptions is available in the Sales Quotation Screen Reference.

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