The example
The steps below use a sample distributor, Lone Star Industrial Supply. Your customers, items and numbers will differ; the page and the fields won’t.
Sabine Poultry (customer 100360) is pricing a job and emailed request RFQ-2674:
| Item | Qty |
|---|---|
| BRG-6200 | 200 |
| GLV-CUT-L | 100 |
They haven't ordered. Give them a sales quote they can hold you to until Friday, March 6, with their request number on it.
Step by step in Sales Quote
- 1.
Search for Sales Quotes with the magnifying glass at the top, and open it.
- 2.
On the Sales Quotes list, choose New.
- 3.
Type 100360 in Customer No. and press Tab.
- 4.
Type their request number, RFQ-2674, in External Document No.
- 5.
Set Quote Valid To Date to 03/06/2026 (Friday, March 6).
It is the date your prices stop binding. Past it, the quote has to be priced again.
- 6.
On the first line, type BRG-6200 in No. and press Tab.
- 7.
Type 200 in Quantity.
- 8.
On the next line, type GLV-CUT-L in No. and press Tab.
- 9.
Type 100 in Quantity.
- 10.
Leave the quote with the ← back arrow. It is filed on the Sales Quotes list.
Mistakes that cost money
These are the checks Simetta’s scored test makes on this task, and what each mistake costs a distributor when it happens for real.
Quote not entered
The customer is left waiting for prices and buys from whoever answers first.
Quote entered as an order
A live order allocates stock and can be picked and shipped to a customer who only asked for a price.
Quote lines or reference wrong
The customer compares the quote with their request. Wrong items or quantities cost the sale or cause a wrong shipment later.
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