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  1. In the navigation pane, go to Sales then Orders.

  2. Click 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, set the transaction code to SALQUO. This marks the order as a quote.
  4. Click in the Customer field and select the customer from the list. If the customer does not exist in Readysell, you can click Create Customer to create them.
  5. In the Customer Order field, enter the customer's order reference.
  6. In the Lines tab, enter products as follows:
    1. Click New.
    2. In the Product column, search for and select the product you wish to add.
    3. Enter the quantity required.
    4. Make any necessary changes to pricing and discount information.
    5. Repeat this process for all the products you wish to add to the order.
  7. 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.
  8. When you have finished, click Show in Report to print or email the quote to the customer.
  9. Click Save and Close to save the quote.
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