How To: Creating a Merchandise Quote (QT)

Overview

This tutorial describes how to create a merchandise price quote. A quote ticket is created using the same process as a Take With transaction. However, a quote ticket does not commit inventory or affect written sales dollars or reports. Quote tickets can later be turned into a TW, DD or SO transaction (using the RQ–Maintain/Accept Quote transaction type) to sell the merchandise to the customer.

Video

Step-by-Step

Scenario: A customer would like to receive a price quote for one or more items.

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1. In the Type of Sale field, select QT–New Quote from the drop-down menu and press Enter.

2. In the Salesperson #1 field, enter the salesperson creating the quote ticket.

3. In the BillTo# field, enter a valid customer number. The corresponding customer information appears.
• If the customer number is not on file, the Customer Maintenance box appears to allow you to set up the new customer.
• To search for the customer number, click the Search button.
• The Ship To information is assumed to be the same as the Bill To information. If it is different, uncheck the Ship To box and enter the Ship To information.

4. Click the Detail tab.

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5. In the Item Number field, enter a valid item number and press Enter. The corresponding item information appears.
• To search for an item number, click the Search button.

6. In the Quantity field, accept or modify the number of items.

7. Press Tab to move through the P/U Loc, Type, Each Price, Disc%, and Extension fields, or press Enter to skip those fields.
• You can modify the information in any of these fields.

8. Click Accept or press Enter to add the line to the transaction. The item information appears in the box below.
• If the system requires additional information, the cursor will move to the field where it needs to be entered.

9. Add more items to the ticket by repeating steps 5-8, or click Done to complete the Quote Ticket.