Enter the quotation details

Open: Sales Order Processing > Quotations > Enter New Quotation | Quotation Details.

Select the customer account:

If the quotation is for a customer account, select Customer Account and choose the customer from the A/C ref list.
If the quotation is for a new customer and you want to create an account for the customer in the Sales Ledger, select Customer Account and click New.
If the quotation is for a prospect customer (a customer who has not been recorded on your Sage 200 system), select the Prospect account.

Note: You must have selected to use the prospect account in the SOP settings Default Accounts tab.

Enter the quotation details:

By default supply from	If you are using multiple locations, select the warehouse you want to supply the goods from by default, from the list. Note: You can specify a default warehouse for each Sage 200 user in the user permissions. Any goods added to the quotation will be allocated from this warehouse where possible. If required, you can change the warehouse for individual items. To select the warehouse for each item, leave this blank.
Document date	Amend the order date, if required.
Date requested	Enter the date requested, if required.
Date promised	Enter the date promised, if required. The promised date is required if you want to Generate Purchase Orders in Purchase Order Processing.
Customer order no	Enter the customer order number, if required.
Exchange rate	If the quotation is for a foreign currency customer, enter or amend the exchange rate. If the quotation is for a customer, the currency is set on the customer account Company details tab. If the quotation is for a prospect, choose the Currency from the drop-down list. The exchange rate is set in the Accounting System Manager. You can change the exchange rate as long as it is Amendable.

To add goods, services and costs to the quotation, click Add items. You can: