Enter Sales Quotation Contact

Explanation

This activity is used to specify contacts for the sales quotation.

Prerequisites

System Effects

As a result of this activity, customer contacts are entered for the sales quotation.

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Sales Quotation/Contact

Procedure

  1. Open the Sales Quotation/Contacts tab and create a new record.
  2. Select the Main Contact check box if the current record is the main contact for the sales quotation.
  3. Enter a person ID or select one from the List of Values. The contact name, phone number etc. will be automatically retrieved.
  4. Optionally, enter a short note in the Note field.
  5. Save your changes.