Creating A New Sales Enquiry

To create a new Sales Enquiry use one of the following methods:

Understanding The Sales Enquiry

A blank Sales Enquiry opens in a new tab - New Sales Enquiry - on your desktop:

The main section now visible is the Header area, in which you will need to enter the Customer and other details. See Entering Sales Enquiry Header Details.

Once you have entered Header details the Product Lines section is enabled, where you may enter the products the customer wishes to be quoted for. See Entering Sales Enquiry Product Lines.

Note: The Properties section - to the right - displays additional details relating to the Document (i.e. Sales Enquiry), Customer and Product - see Understanding The Properties Area. In the Document section there are fields you may wish to review/edit before Completing the Sales Enquiry.

About The Tabs Within The Sales Enquiry

Within the Sales Enquiry are a series of tabs. The main tab - Sales Enquiry - is active by default. Here you will add the Header and Line details.

Further tabs display at an appropriate point in the document's progress and provide additional options. This includes:

• Diary

• Notes

• Supplier

• Documentation

• User Defined Fields

For details see Additional Sales Document Tabs.

The Tracking tab displays only when the Sales Enquiry has been Completed. Click the Tracking tab to view documents associated with the current document.

Entering Information On The New Sales Enquiry

You must now:

• Enter Sales Enquiry header details - to define the Customer and other important details;

• Enter Sales Enquiry Product line details - to specify the Products the Customer wishes to be quoted for; then

• Complete the Sales Enquiry.

• You may also retrieve a Sales Enquiry and convert it to a Quote or Sales Order. See Converting A Sales Enquiry To A Quote Or Sales Order.

NEXT: Entering Sales Enquiry Header Details