Create Sales Quotes

Before creating a Sales Order, you can first create a Sales Quote. A Sales Quote allows you to provide a potential customer with pricing and product information. Once the quote is accepted, you can easily convert it into a Sales Order.

How to Create a Sales Quote

• Search for "Sales Quotes" in the app launcher.

• Click "New" to create a new quote.

• Once you input the customer’s details in the "Sell-to Customer" field, their default billing and shipping information will auto-fill. You can adjust this data as needed for the specific quote.
• Click the Add Lines button to start adding items to the quote.
• Enter the product (Item), Unit of Measure, and Quantity for each line.
• The system will automatically calculate the Unit Price and Line Discounts based on factors such as Customer, Quote Date, Item Category, Unit of Measure, and Quantity. For more details, see our guides on Configure Sales Prices and Configure Sales Discounts. If needed, you can manually adjust the Unit Price and Discount fields.

• Once you’ve entered all the required information, click Save.

• Click the Print Quote button to generate a document version of the quote. You can save it as a PDF and send it via email to your prospective customer.

Article Create-Sales-Quotes  ·  Last updated September 30, 2025 · GoldFinch ERP Help Center