Quote Form Fields

Quote Information

• Subject*
• Enter text or name to recognize this quote - this could be the company name, source sales channel, product description - whatever methodology makes the most sense for your business. e.g. "Company Inc. - Sweaters Quote".
• Potential Name
• Select a potential if the intended recipient of the Quote is a Potential customer
• Quote Stage
• Select a stage for the Quote and manage the status as it progresses. The list is populated from "Settings > Picklist Settings > Edit Quote Picklist" and can be customized there.
• Customer No
• Customer PO number or other Identifier (if any)
• Valid Till
• Enter a date that the Quote expires
• Account Name*
• Select an Customer Account
• This field supports auto-complete.
• Contact Name
• Select a Customer Contact - this list is filtered based on the selected "Account Name"
• This field supports auto-complete.
• Team
• Enter a team or department name at the customer
• Assigned To
• Assign the Quote to a user at your company, by default the user creating the Quote is selected.
• Default Price Book
• Select the PriceBook that will be used for this customer - if a default has been set up for the Customer Account, this will automatically be filled when the "Account Name" field is selected
• Sales Order
• This is a non-editable field and is automatically filled in with a reference to a Sales Order once the Quote is converted to a Sales Order after the customer agrees to the sale.
• Default Currency
• Automatically populates if default currency is selected in Customer Account, otherwise can be selected for the Quote. Note: the Default Currency here and the currency in the selected PriceBook for the order must match.
• Exchange Rate
• Displays the rates entered for the Default Currency selection or can be manually entered when creating the Quote.

Shipping Information

• Carrier*
• Select a Shipping Carrier that will be used - if a default has been set up for the Customer Account, this will automatically be filled when the "Account Name" field is selected

Shipping Method

• Select a Shipping Method for the selected Shipping Carrier - if a default has been set up for the Customer Account, this will automatically be filled when the "Account Name" field is selected
• Deliver From*
• Select the Stock Location from which the product will be shipped - if a default has been set up for the Customer Account, this will automatically be filled when the "Account Name" field is selected

Address Information

• Bill To, Ship To
• Enter the name of the contact - this will automatically be filled when the "Account Name" and "Contact Name" fields are selected or can be edited here
• Billing Address*, City, State, Code, Country
• Enter the Billing Address of the customer
• Shipping Address*, City, State, Code, Country
• Enter the Shipping Address of the customer
• Use this button to copy the "Billing Address" to the "Shipping Address"
• Use this button to copy the "Shipping Address" to the "Billing Address"

Product Information

• Product*
• Select the product by clicking the magnifying glass icon and selecting the product in the dialog that comes up OR
• Begin typing the name or product code of the product and the text field will display a drop-down with products that starts with the partially typed name or product code. Select a product from the drop-down list. As you continue to type the list will refine further filtering the list based on the typed text.
• This field supports auto-complete.
• Notes
• Enter any Notes necessary to be included for this product line item using this text area field.
• Qty in Stock
• Displays the inventory Quantity in Stock for the selected product (at the selected "Deliver From" location above).
• Qty on Order (PO|SO)
• Displays the inventory Quantity on Order (PO - purchases awaiting receiving from vendor, SO - sales orders waiting to be shipped) for the selected product (at the selected "Deliver From" location above).
• Qty*
• Qty of Selected product to be included in this quote.
• Unit Cost
• Displays the Unit Cost of the selected product (from "Unit Cost" field in Product definition).
• List Price*
• Displays the price from the selected "Default Pricebook" for the selected product
• Discount (line item)
• Enter a discount on this product for this quote - if a default has been set up for the Customer Account, this will automatically be filled when the "Account Name" field is selected
• Total
• Displays the Total amount quoted to the customer for the product
• Discount (order)
• Enter a order discount (applied to the entire order).
• Sub Total
• Displays the order sub total after discounts.
• Shipping
• Enter Shipping cost charged to customer for this quote.
• Taxes
• Select the Tax Authority - the sales tax is then automatically calculated based on the tax rate for that Tax Authority. This drop-down list is populated from "Settings > Tax Authority" and the list can be setup there based on the tax jurisdictions that are relevant to your business.
• If using Auto Sales Tax Rates Providers and the connection to your Account there has been setup, please select "Auto-Calculated Avalara" from the drop-down and let the system generate the Sales Tax automatically.
• Grand Total
• The final Quote total to customer including shipping and taxes.

Terms and Conditions

• Specify any terms and conditions of sale here - if a default has been set up for the Customer Account, this will automatically be filled when the "Account Name" field is selected

Description

• Enter any other additional information that should be captured for this quote.