Creating quotations

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To create a quotation:

1. Go to Sales.
2. Under Sales, click Quotations.
3. In the displayed window, click Create.
4. Specify general details:
   • Select Customer.
   • Fill in other fields as necessary.
5. On the Products tab, specify products to sell:
   • To import product list from a spreadsheet file, click and follow the data import wizard instructions.
   • To select products from the Products catalog, click Select. For details, see Product selection in business documents.
   • To add products manually, click Add and fill in product details.
   • To find products by barcode, click .
6. Optional: If you need to provide a customer with a single document containing different quotation variants, add variants to the quotation. To do this, on the Products tab, click Actions > Add. This adds a form for a new product list. Fill it in as described on steps on step 5.
   Note. You can add as many variants as you need, mark a certain variant as preferred, or delete a variant (if it is not marked as preferred). For details, see Using quotation variants.
7. Optional: On the Payment terms tab, specify payment terms.
8. Optional: On the Additional information tab, specify additional information.
9. Click Post and close.

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