Use the Import Sales Quotes template to create Draft Sales Quotes in bulk.
Import Sales Quote field name*denotes mandatory fields | Description |
*Quote Number | The unique transaction reference for the Sales Quote, including required prefixes. |
*Customer Code | The unique code for the customer being quoted, as provided in their customer record. |
Tax Code | The unique tax code for the tax rate that is being used, as written in Settings > System > Taxes. |
Tax Rate | The tax rate that will apply to the Sales Quote, provided as a decimal value, e.g, 20% tax rate will be entered as 0.2. |
Exchange Rate | Enter the exchange rate that will apply to the Sales Quote if the customer's currency differs from your base account. Leave the Exchange Rate blank to apply your account's Currency Rate. |
Customer Reference | The customer's reference for the quote. |
Comments | Any additional comments related to the specified sales quote. |
Quote Date | The date of the Sales Quote, in the format DD/MM/YYYY or MM/DD/YYYY, depending on your Company settings. |
Quote Expiry Date | The date of Sales Quote will expire, in the format DD/MM/YYYY or MM/DD/YYYY, depending on your Company settings. |
Warehouse Code | The code of the warehouse where the quoted stock would be dispatched, if converted to a Sales Order. |
Delivery Contact | Name of the customer contact for the Sales Quote. |
Delivery Name | The name of the Delivery Address. |
Delivery Street Address | Delivery Street Address Line 1. |
Delivery Street Address 2 | Delivery Street Address Line 2. |
Delivery Suburb | Delivery Suburb. |
Delivery City | Delivery City. |
Delivery Region | Delivery Region. |
Delivery Post Code | Delivery Post Code. |
Delivery Country | Delivery Country. |
Delivery Instruction | Provide any details regarding delivery |
Discount (%) | Enter a value to apply the discount to all products added as Quote Lines, unless the customer has customer pricing set for the product. |
Sales Order Group | A drop-down menu to assign a Sales Group to the SQ. If the customer has a default Sales Group, it will be assigned to the SQ automatically. |
Sales Person Email | The email address of the sales person assigned to the Sales Quote. |
*Line Number | The incremental sequential number for each quote line of the Sales Quote. |
*Product Code | The product's unique product code. |
*Quote Quantity | The number of units being quoted for the product. |
Line Discount (%) | The percentage value to be discounted from the product's price. |
Unit Price | The per unit price for the quote line, which will override any existing pricing structure. Leave the Unit Price field blank to apply any Customer Pricing, Quantity Pricing, Sell Price Tier, or default sales prices set in the customer or product. |
Line Comments | Any additional comments related to the specified sales quote at the line level. |