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changes.mady.by.user Carolynne Robertson-Dunn

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  1. In the navigation pane, go to Sales then Orders. Click  ("go to" indicates that you just point to them, I would say click on sales and then click on orders.)

  2. Click the button New in the ribbon. (If your screen is small, you may need to click on Create then New.) The New Sale Order screen displays. 

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  3. In the Type field, use the drop down to set the transaction code to SALQUO. This marks the order as a quote.
  4. Click in the Customer field.
  5. Search for and select the customer from the list. If the customer does not exist in Readysell, you can click click on button Create Customer to create them.
  6. In the Customer Order field, enter the customer's order reference (sometimes this field has been made compulsory - depending on the customer and/or the stores.  You can use this for the customer's name if they do not have an order number as yet as this quoting stage). If the quote is for a purchase order, this will usually be their purchase order number to you.
  7. In the Lines tab, enter products as follows:
    1. Click New.
    2. Click on the field to search for and select the product you wish to add. If you know the product code, manufacturer's code, or alternate code, you can key it in directly.
    3. Press Tab on your keyboard to move to the Qty field, then key in the quantity required.
    4. Press Tab again to move through the fields on the line, and make any necessary changes to pricing and discount information.
    5. When you have finished entering this product, you can use the Down arrow on your keyboard to move you to the next line.
    6. Repeat this process for all the products you wish to add to the order.
  8. Once you have entered at least one product, you can use the following functions to modify the cost and margin values for the quote:
    • Click Quote View to show the quote in Quote View.
    • Click Set GP Percent to set a specific gross profit or margin percentage for the quote.
    • Click Set Total Value to set the total value of the quote.
  9. When you have finished, click Show in Report to print or email the quote to the customer.
  10. Click Save and Close to save the quote.