Sales Quote

Sales Quote Basic Fields

• Allocated Qty.
• Allocation Priority
• Allocation Status
• Alternate Shipping - Defined on the Customer Account record. Used if the Ship-to Address is different from the Bill-to Address.
• Bill-to Blocked - Indicates if the Bill-to Customer is blocked. Defined on the Customer Account.
• Bill-to Customer - The Customer responsible for payment.
• Billing City/Country/Postal Code/State/Street - Address fields defaulted from the Bill-to Customer.
• Billing Contact - The contact person for billing purposes.
• Currency - The Currency defined for the Sales Quote.
• Currency Factor - The conversion factor from the Currency on the Quote to the Default Currency defined on the Company Setup Record.
• Cust. PO No. - External reference number used by the Customer who placed the order being shipped.
• Description - The Description of the Sales Quote.
• Do Not Allocate
• Document Status - Automatically populated by GoldFInch. Possible values: Open or Order Created.
• Due Date - This is the date when the quote expires
• Freeze Allocation
• GL Ledger - GL Ledger for the transaction. Default is blank.
• Import Sales Order - The Import Sales Order record associated with the Sales Order.
• Keep Prices when Convert - Indicates if prices should be kept upon converting the Sales Quote to a Sales Order.
• No. of Lines - The total number of lines from all sales lines.
• Order Date - The creation date of the associated Sales Order.
• Payment Discount % - The Payment Discount % to be applied if payment is received before the Payment Discount Date.
• Payment Discount Date - The payment cutoff date for receiving a Payment Discount.
• Payment Term - The Payment Term for the quote.
• Pricing Base on Shipment Date
• Printable Billing Address - Aggregation of all Bill-to fields. Used to create a formatted billing address.
• Printable Shipping Address - Aggregation of all Ship-to fields. Used to create a formatted shipping address.
• Project - The Project associated with the quote.
• Qty. Not Allocated
• Quote Date - The creation date of the Sales Quote.
• Quote Revision
• Sales Rep - The internal Sales Rep responsible for the quote.
• Sell To Blocked - Indicates if the Sell-to Customer is blocked. Defined on the Customer Account.
• Sell-to Customer - The Customer receiving the quote.
• Shipment Date
• Shipping Agent - The courier used for the shipment.
• Shipping Agent Service - The service to use when shipping the goods.
• Shipping City/Contact/Country/Postal Code/State/Street - Defaulted from the Sell-to Customer or Alternate Shipping address.
• Tax Area - The Sell-to Customer Tax Area or the Alternate Ship-to Tax Area if not blank.
• Tax Liable - Indicates if the Customer is liable for tax.
• Warehouse - The shipping Warehouse.

Quantities

• Quote Quantity - Sum of the Quantity field on all associated Sales Quote Lines.

Amounts

• Quote Amount - Sum of the Line Amount field on all associated Sales Quote Lines.
• Quote Amt Incl. Tax - Sum of the Line Amt Incl. Tax field on all associated Sales Quote Lines.
• Quote Discount - Sum of the Discount field on all associated Sales Quote Lines.
• Quote Profit - Sum of the Line Profit field for all associated Sales Quote Lines.
• Quote Profit % - Quote Profit / Quote Amount if Quote Amount is not 0.
• Quote Tax - Sum of the Tax field on all associated Sales Quote Lines.

Article Sales-Quote  ·  Last updated February 02, 2026 · GoldFinch ERP Help Center