Create a sales quote

The fields that appear on your sales quote vary according to your permissions, the transaction definition configuration, and other customizations your company may have made during the set up of Sage Intacct. Ask your system administrator questions regarding your company-specific workflow processes.

An Order Entry transaction can be a quote, order, shipper, invoice, or adjustment. To learn about additional activities related to sales quotes, such as editing or deleting, see Order Entry transactions and Order Entry transactions list.

A typical Order Entry workflow starts with creating a sales quote and sending it to a customer. If the customer decides to buy, the quote is converted to a sales order. When the merchandise is shipped, the sales order is converted to a shipper. Finally, the shipper is converted to an OE sales invoice, which is issued to the customer. In the event the customer returns some merchandise, the invoice can be converted to a sales return. If there is no stock return involved but the customer needs to be credited, the invoice can be converted to a credit memo (for example, the customer was charged for 100 items but was only sent 80).

The names of these transactions may differ for your company. Your company may use combined transactions, like a shipper-invoice, or you may use additional transactions, like a revenue contract. Alternatively, you may only use a subset of these transactions. For example, your process may be only two steps: sales order to OE sales invoice.

Subscription

Order Entry

Regional availability

All regions
User type
  • Business
  • Warehouse
Permissions

Order Entry transactions: List, Add
Restrictions

The user must not be excluded from user/group access rights for the transaction definition.

How do you want to create the sales quote?

I want to create a new sales quote

I want to copy from an existing sales transaction

Create a sales quote

  1. Go to Order Entry > All > Transactions > Quote, and select Add (circle) next to the applicable sales quote name.

    The Sales Quote page appears.

  2. Enter the desired information in the applicable fields.

    At a minimum, you must complete the required header fields and add at least one line item in order to post or save a draft of the sales quote. See the Field descriptions for details about each field.

  3. When you have completed entering the sales quote information, do one of the following:

    • Select Post to save the sales quote. The sales quote has a State of Pending and is ready for the next step in your workflow.
    • Select More actions and select Post & new to save this sales quote and create a new sales quote.
    • Select Draft to save the sales quote in a Draft State.
    • Select More actions and select Draft & continue to save this sales quote as a Draft and create a new sales quote.

Copy from an existing sales transaction

You can copy any transaction to create a new sales quote. For example, you can copy a sales invoice into a sales quote, a sales order into a sales quote, and so on.

  1. Go to Order Entry > All > Transactions > Quote, and select Add (circle) next to the applicable sales quote name.

    The Sales Quote page appears.

  2. Select More actions and then select Copy from.

    A Select Order Entry Transaction list appears.

  3. Find the sales transaction from which you want to copy and select Select next to it.

    The system populates the sales quote page with the information from the selected transaction.

  4. Edit the fields as desired.

    At a minimum, you must complete the required header fields and add at least one line item in order to post or save a draft of the sales quote. See the Field descriptions for details about each field.

  5. When you complete entering the sales quote information, select one of the following:

    • Post: Saves the sales quote. The sales quote has a State of Pending and is ready for the next step in your workflow.
    • More actions > Post & new: Saves this sales quote and creates a new sales quote.
    • Draft: Saves the sales quote in a Draft State.
    • More actions > Draft & continue:  Saves this sales quote as a Draft and creates a new sales quote.

See Convert a sales transaction for detailed instructions.