Quote Generation
Quote Generation - How to Key a New Quote
Quote Generation
- Select Navigator > CBS Menu > Export / Quote > Export and Quote Entry > Enter Quote (SQ) (Right click to add as a favorite)
![sq1](https://cdn.livehelpnow.net/clients/24984/kb/sq1.png)
![sq2](https://cdn.livehelpnow.net/clients/24984/kb/sq2.png)
3. Select correct Bill-to and Ship-to using same methods as Order Entry.
- Verify or add the customer email address from the Who's Who detail screen.
4. Enter “PHONE REQUEST”, “EMAIL REQUEST”, or “CHAT REQUEST” in the PO # field
![sq3](https://cdn.livehelpnow.net/clients/24984/kb/sq3.png)
![sq4](https://cdn.livehelpnow.net/clients/24984/kb/sq4.png)
6. Enter Order Source, Marketing Code, and Key Code
a. Order Source = PH
b. Marketing = Always leave blank
c. Key Code = CFR
![sq5](https://cdn.livehelpnow.net/clients/24984/kb/sq5.png)
7. Enter Item Numbers and Quantities
a. Let dates default
b. Let pricing default
- Do not discuss pricing or cost with customer (quotations will review pricing before issuing formal quote)
- Do not guarantee any discounts
c. If customer has a specific delivery date for perishable material add a detail attachment for each line affected
![sq6](https://cdn.livehelpnow.net/clients/24984/kb/sq6.png)
![sq7](https://cdn.livehelpnow.net/clients/24984/kb/sq7.png)
![sq8](https://cdn.livehelpnow.net/clients/24984/kb/sq8.png)
10. Above , enter “Jim2” and click
![sq9](https://cdn.livehelpnow.net/clients/24984/kb/sq9.png)
![sq10](https://cdn.livehelpnow.net/clients/24984/kb/sq10.png)
![sq11](https://cdn.livehelpnow.net/clients/24984/kb/sq11.png)
13. If customer has any questions, or has any special requests add them as Header in Text 2.
![sq12](https://cdn.livehelpnow.net/clients/24984/kb/sq12.png)
15. All Quotes orders will automatically go on QH Hold.
![quote](https://cdn.livehelpnow.net/clients/24984/kb/quote.png)
![sq14](https://cdn.livehelpnow.net/clients/24984/kb/sq14.png)
17. Provide customer with quote number and advise that they will receive complete quote within 24 business hours
![sq15](https://cdn.livehelpnow.net/clients/24984/kb/sq15.png)
AL 8/12/24