In PLP quick view by selecting the item options the add to quote button will get active.
BY clicking add to quote button a popup will show .The parent item will added the Quote request with the selected quantity. A link to request the quote is given in the pop up message as “Quote Request “ .
By clicking “Quote Request “ the quote request page will get.
In the quote request page The parent item name and sku is showing. And the selected options are also coming. It is the default functionalities. There the child item sku cannot get.
The child item sku can be show there by extra functionalities by extending the source.
By submitting quote request :
By seeing the quote list:
Some businesses provide customers with a quotation or estimate before the order is accepted. Customers typically review the estimate and perhaps ask for changes. In NetSuite, you can create an estimate and then print, email, or fax it to your customer. Then when your customer accepts it, you can make any necessary changes and convert it to a sales order, invoice, or cash sale.
To enable the Estimates feature, an administrator can go to Setup > Company > Enable Features. On the Transactions subtab under Basic Features, check the Estimates box, and then click Save. Users with the appropriate role can now prepare estimates at Transactions > Sales > Prepare Estimates.
When you use the Estimates feature, a Renew button appears on invoices for roles who have the create estimate permission. When you click Renew , NetSuite converts the selected invoice into a pre-filled, editable, estimate. This is particularly useful when issuing new estimates for often repeated items.
NetSuite creates a non-posting Estimate account in your chart of accounts. Estimates have no accounting impact until they are converted to invoices or cash sales.
- The quote list can be available in Transactions > Sales > Prepare Estimates > Lists
Deleting Old Estimates:
If you no longer need a prepared estimate, you can delete it from the Estimates list. Go to Transactions > Sales > Prepare Estimates > List. If you have inline Edit enabled, click Delete Record from the Create New menu. Alternatively, click Edit next to the estimate and then click Delete on the Actions list in the estimate record.
Converting an Estimate:
When a customer agrees to the estimate’s terms, make required changes, and then convert the estimate into a sales order, invoice, or cash sale.
To convert an estimate into another transaction:
- Go to Opportunities > Transactions > Estimates.
- Click View next to the estimate you want to convert.
- Click one of the following buttons to create the required transaction:
- Sales Order
- Cash Sale
- Invoice
- When the new form opens, enter any changes, as required.
- Click Save.