Follow these steps to create a quote (sales estimate) in NetSuite:
Step 1: Log In to NetSuite
- Use your credentials to log in to your NetSuite account.
Step 2: Navigate to the Sales Estimate Page
- From the Transactions menu, hover over Sales.
- Click on Create Estimates.
Step 3: Enter Customer Information
- Customer: Select the customer for whom you are creating the quote. If it’s a new customer, you can add them by clicking New.
- Date: Enter the date of the quote.
- Currency: Ensure the correct currency is selected, if applicable.
- Memo: Optionally, enter a memo to describe the purpose of the quote.
Step 4: Add Items to the Quote
- Item: In the Item column, choose the product or service you are quoting.
- Quantity: Enter the quantity of the item.
- Rate: Verify or enter the rate for each item.
- Amount: The amount will automatically populate based on the quantity and rate.
Step 5: Review the Quote
- Check the total and review any applied discounts, taxes, or shipping charges.
- Add any additional notes or terms to the Message section, if needed.
Step 6: Save or Print the Quote
- After reviewing all the details, click Save to save the quote.
- You can also choose to Print or Email the quote directly to the customer.
By following these steps, you can easily create and manage quotes in NetSuite.