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  1. In the Navigation panel, click on Sales and then click Orders. 
  2. Click on 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.  

  3. In the Type field, select the transaction code SALQUO from the drop-down list. This is what marks the order as a quote.

     Show me

  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 on buttonCreate Customer to create them.
  6. In the Customer Order field, enter the customer's order reference/name. (Depending on your setup, this may be compulsory.) If the quote is for a purchase order, this will usually be their purchase order number to you. If they do not have an order number at this quoting stage, you can use this field to enter the customer's name.
  7. In the Lines tab, enter products as follows:
    1. Click on button 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. You can use the Set GP Percent button directly above the product lines to change the gross profit and markup for this product line.
    6. When you have finished entering this product, you can use the Down arrow on your keyboard to move you to the next line.
    7. 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 on the ribbon at the top of the screen to modify the cost and margin values for the quote:
    • Quote View shows the quote in Quote View.
    • Set GP Percent sets a specific gross profit or margin percentage for the whole of the quote.
    • Set Total Value sets the total value of the quote.
  9. When you have finished, you can click Show in Report to print or email the quote to the customer. This allows you to see and review the quote before you send it. Alternatively, you can use the Send Email (Background), Send Email (Prompt), or Send Print to perform the same functions but without previewing the quote to screen (this is the faster option).
  10. Click on button Save and Close to save the quote.

In the General tab there is a field 'Quote Expiry Date' where you can set automatic expiry dates on quotes.

OR

Can be pre-populated by setting the "QUOTE-EXPIRY-DAYS" system reference under "SALES"

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