You can create a quotation from scratch or you can copy information from an existing inquiry, from another quotation, or from within a sales activity (for example, while making a telemarketing call to a customer).
To create a quotation from scratch, proceed as follows:
– Customer number of the sold-to party
– Validity dates (start and end)
– Material numbers (instead of the material number, you can enter text in the Description field)
If you want to change data at the item level, mark the items, then select the appropriate menu entry.
If you want to enter additional information in the header, select the appropriate menu entry.