Create or edit a quote

Can I do this task?

1. In the Navigation Pane, click Sales, and then click Quotes.
2. On the Actions toolbar, click New, or open the record that you want to edit.

   Note: To edit an active quote A quote that has been finalized and is ready to be sent to a customer. Active quotes are read-only., you must select Revise on the Actions menu. The status of a quote is listed in the Status column.

3. On the General tab, enter information or observe any noted restrictions or requirements as needed:

   You can use accent marks when you enter data, for example, in a customer's name. Your ability to sort and find information is not affected by these accent marks.

   • Quote ID

     This information is automatically created.System administrators can set the auto-numbering format for this ID from the Administration page, under Set Auto-Numbering.

   • Revision ID

     This information is automatically created.The Revision ID tracks the number of times an active quote has been revised.

   • Name

     You must enter a name with a length of 100 characters or fewer. The information should be meaningful and unique.By default, these records are sorted by Name in the records list.

   • Potential Customer

     Search for and select an account or contact.You can select a record from a filtered list in the Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM Online, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box., or you can click the Lookup button to search for other records.

   • Currency

     Select the currency in which the quote will be calculated.

   • Price List

     Search for and select the price list A group of the specific prices that can be charged for each unit in the unit group of a product. Price lists are used to determine the pricing in a quote for a customer. A default price list can be added to a product. that you want. Price lists are created in the product catalog. At least one price list must exist in the product catalog before you can select it.You can select a record from a filtered list in the Form Assistant pane A search pane that displays a list of filtered records. The records displayed are determined by which field that you are in and what data that you enter. In some areas of Microsoft Dynamics CRM Online, you can also create a follow-up activity from the Form Assistant pane pane. Using the Form Assistant pane is an alternative to using the Look Up Records dialog box., or you can click Lookup to search for other records.

   In the Totals area, enter all the information you have available. If you are adding a discount, you can add a percentage discount, a monetary discount amount, or both.

   • Detail Amount

     This box is read-only and automatically calculates the sum of all existing quote, order, or invoice line items, which includes products and write-in products.

   • Quote Discount (%)

     This number represents a percentage of the total amount (not including freight charges) that will be discounted from the total amount. This must be a number between 0.00 and 100.00. You can use a decimal point, but you cannot use a percent sign (%).

   • Quote Discount

     This number represents a whole monetary amount that will be discounted from the total amount. This must be a number between 0.00 and 100,000,000,000.00. You can use commas and a decimal point, but you cannot use a currency symbol, such as dollar ($), euro (?), or yen (¥).

   • Pre-Freight Amount

     This box is read-only and automatically calculates a subtotal based on the detail amount and any discounts.

   • Freight Amount

     This must be a number between 0.00 and 100,000,000,000.00. You can use commas and a decimal point, but you cannot use a currency symbol, such as dollar ($) or euro (?).

   • Total Tax

     The total tax is calculated when you click Recalculate or when you click Save.

   • Total Amount

     The total amount is calculated when you click Recalculate or when you click Save.

4. On the Notes tab, click Click here to enter a new note, and add the information that applies to your record.
5. Click Save or Save and Close.

   Resolve potential duplicate records.

   1. If the system detects that your record might be a potential duplicate, instead of saving the record, you'll see the Duplicates Detected dialog box.
   2. To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
      • If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
   3. If your new or updated record is not a duplicate, to create the new record, click Save Record.

      - OR -

      If your new or updated record is a duplicate, to cancel your changes, click Cancel.

   Notes

   • If you enter a duplicate record within a few minutes of entering the first record, Microsoft Dynamics CRM Online will not detect the duplicate record. The matchcodes Codes created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. for new and updated records are created every five minutes, rather than as a record is created.
   • Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records

Tips