Create Sales Quotes

Overview

Before a Sales Order is created, a Sales Quote can be created.  The sales quote can be created and sent to a prospective customer without allocating any inventory to the quote.  If the quote is accepted it can then be converted into a Sales Order.  

Create a Sales Quote

Open the App Launcher. Search for Sales Quotes.

Click on the New button.

1. Enter the Customer's Information 

   • Once the Sell-to Customer is entered on the Sales Quote, the default billing and shipping information for the customer will automatically be entered on the quote.  This information can be changed for this quote if needed. 

2. Enter the Line Information by first selecting the Add Lines button

   • Enter the Item, Unit of Measure, and Quantity for each line of the quote.

   • GoldFinch will populate the Unit Price and Line Discounts based on the Customer, Quote Date, Item, Item Category, Unit of Measure, and Quantity.  Read Sales Prices and Sales Discounts for more information. 

   • The user can override both the Unit Price and Discount fields if needed.

3. When complete, select Save.

Click on the Print Quote button to print the sales quote document.  You can save the document as PDF and attach it to your email to send to prospects.