| | Description | In Sage 50 Accounts you can create quotations for the products and services you sell.  TIP: You can create a custom alert to appear when you select a specific customer or product.
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| Resolution | Before you start Before creating your quotation, set up your default options. Ensuring the formats are appropriate to your business, such as choosing whether to convert quotations into Invoices or Sales orders. Create a quotation - Go to Quotations then select New.
- Enter your quote or sale details as follows:
Details tab
| Enter information such as the quotation date, the customer account reference and any customer order numbers. This is also where you enter details of the products and services you sell. To select a product, select the Products Code field then select the required product from the drop-down. To edit the details for each product item line, in the Description field click the Finder button or press F3. | | Order tab | Enter or amend additional information about the quote. For example, delivery address, customer contact details and other useful information you want to note about the quote. | | Footer tab | Enter details of any carriage charges and settlement discounts. Use the Global section to group the whole quote under a single nominal code, tax code, details or department if required. | | Payment tab | If you receive a payment, for example, a deposit, you can enter payment details here. | | Despatched tab | The tab exists when you set your defaults to Convert quotes to Sales Orders. Once you deliver or part deliver the related Sales order, here you can view information about the deliveries. You can also view or print the goods despatched notes. | Additional options: - To save the quotation, click Save.
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