Sales Quote Dynamics 365 Business Central

Sales Quote use to record an offer to a customer to sell certain product on certain delivery and payment term. You can send quote to customer, negotiate with the customer, you can change and resend the sales quote as much as needed. When the customer accepts the quote, you convert the sales quote to a sales order or a sales Invoice in which you process the sale.

  1. In the Search box, enter Sales Quotes, and select the related link.
  2. Click on new to create new Sales quote.
  3. In the Customer No. field, enter the name of the customer
  4. Enter the Order date, Due Date, Requested Delivery date, Quote valid to date on Sales quote header.
  5. Select item or G/L Account in the type field in quote line.
  6. In the field, select the item number or GL number to be ordered.
  7. Enter the quantity you want to order in quantity field.
  8. Enter the price in in Unit Price Excl. Tax field
  9. When the sales quote lines are completed, choose the Send by Email action.
  10. If Customer Accept the quote, then on Process tab click on Make order to create Sales order from Sales quote or Make Invoice to create Sales Invoice.
  11. You will get below Infolog when Sales order will be created.


Share Story :