title | TOCTitle | ms:assetid | ms:mtpsurl | ms:contentKeyID | author | ms.date | mtps_version | f1_keywords | ||
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Create or modify quotations (Retail essentials) |
Create or modify quotations (Retail essentials) |
801a514d-3d5d-40e3-971d-3bb65dee6ec9 |
62200393 |
tonyafehr |
08/15/2014 |
v=AX.60 |
|
[!INCLUDEarchive-banner]
Applies To: Microsoft Dynamics AX 2012 R3
This topic explains how to create and modify a sales quotation, and how to convert a quotation to a customer order. You can create a quotation by using either the Sales quotation form or the Customers form.
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Click Retail essentials > Customers > All quotations.
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On the Action Pane, on the Quotation tab, in the New group, click Sales quotation.
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In the Create quotation form, in the Account type field, select Prospect or Customer.
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Select a customer account.
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In the Currency field, select a currency.
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If any products on the quotation will be shipped, enter information on the Shipping and delivery FastTab.
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Click OK.
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On the Lines FastTab, click Add line.
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Select an item and enter a quantity, and then select variant information, if it is required.
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Repeat steps 9 and 10 to add more products to the quotation.
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Click Close.
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Click Retail essentials > Customers > All customers.
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Select the customer to create a quotation for.
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On the Action Pane, on the Sell tab, in the New group, click Sales quotation.
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In the Sales quotation form, on the Lines FastTab, click Add line.
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Select an item and enter a quantity, and then select variant information, if it is required.
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Repeat steps 4 and 5 to add more products to the quotation.
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On the Action Pane, on the Sales quotation tab, in the Show group, click Header view.
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On the General FastTab, add the information that is pertinent to the quotation.
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If any products on the quotation will be shipped, enter information on the Delivery FastTab.
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On the Price/discount FastTab, select a currency and any discounts that apply to the quotation.
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Click Close.
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Click Retail essentials > Customers > All quotations.
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Select the quotation to modify.
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On the Action Pane, on the Quotation tab, in the Maintain group, click Edit.
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Make any changes to the quotation, and then click Close.
Working with customers and customer groups (Retail essentials)
Create sales orders and customer invoices (Retail essentials)