Create a Quote

1. Open the Sales Orders & Quotes window

Open the Sales Orders & Quotes window

2. Create a New Record

3. Create a Quote

NOTE:  There is a System Configuration Preference that can be set to default a new record to either an Order or a Quote.  If you do not see this dialog, you have set that Preference to "Order." In that case, you can change the record's type by using the pull down menu on the entry screen. This must be done before any line items are entered on the Order/Quote.

Create a Quote

4. The Quote.

Note: As of v2013.1.0.0 there is a new Quote Status and Expiration Date. These are purely informational and can be used (or not) in whatever way fits your workflow the best. The Quote Status works the same way as the rest of the Custom Choice Lists.