The Quote Sales Transaction Type is normally used to a provide pricing quotes for Customers. When a Quote has been accepted, it must be manually converted to another Sales Transaction Type (such as a Sales Order or Sales Invoice). Quotes may not be automatically converted to other Sales Transaction Types.
Quotes commonly provide the following functionality:
- Do not require (or allow) payments.
- Do not update any Inventory Quantities.
- Do not update Customer Amount Due or Total Purchased.
Sales Manager Contents