How to submit a sales quotation

Once you have filled in all the information for the sales quotation and determined a quotation price, whether supported by a calculation or not, you can submit the quotation to your client. The action 'Submit' is a process step. In this article, you will learn how to submit a sales quotation.

 


 

Submitting a quotation to a requester is a process step. This step causes a status change of an entered application. The status changes from 'Created' or 'Calculated' to 'Submitted'. In addition to this status change, a process document will be generated: the standard report Sales Quotation (8400). Follow the steps below to submit a sales quotation.

 

 

Step 1: Open the quotation

 

Search and select the quotation you want to submit on the module start page. The sales quotation opens.

 

 

Step 2: Click on 'Submit'

 

Click on the Submit button above the line

or click in the Submit field and open the window. Then click on "Submit". The action Submit is a process step that you need to confirm. Click on Yes.

 

 

Step 3: Submit the quotation

 

Depending on the set report definition, the report Sales Quotation (8400) appears on your screen. You can print this report if desired.

In the sales quotation line, the Submit field now contains a checkmark, and in the sales quotation header, the date field at Submitted is now filled. This date is also visible on the report preview.

The sales quotation now has the status 'Submitted'; you will still need to send the quotation. And you will have to wait for a response from the (potential) customer.

 


Submit a sales quotation
A video is available for this guide, showing you the steps described. Want to see how to submit a sales quotation in MKG? Watch this video.


duration: 2:05 | sound: no | video opens in a new window


 

Knowledge Center
How to create a sales quotation?
How to determine the quotation price?
How to create a debtor?
How to convert a sales quotation into an order?