The New Quote screen is used to build and save a quote for an existing customer or a prospect.
What this screen is for
Use New Quote to prepare pricing for a customer or prospect before the work becomes a Sales Order. The screen captures the quote recipient, dates, addresses, payment terms, shipping method, discounts, shipping charge, notes, and quote lines.
Screen path
Dashboard > CRM > Quotes > New Quote
Key areas
Quote recipient
Choose either Existing Customer or Prospect.
For an existing customer, search and select the customer. PAX loads customer defaults such as payment terms, shipping method, and addresses.
For a prospect, search and select the prospect company. PAX loads prospect addresses.
Quote header
| Field | Purpose |
|---|---|
Customer PO |
Optional customer purchase order reference. |
Quote Date |
Date of the quote. Defaults to today. |
Expiration Date |
Date the quote expires. Defaults to 30 days after the quote date. |
Payment Terms |
Required. Defaults from the customer when available. |
Shipping Method |
Optional shipping method. |
Quote Discount (%) |
Quote-level discount. |
Customer Shipping Charge |
Shipping charge shown for the quote. |
Header Notes |
Quote-level notes that print with the quote. |
Addresses
Select both bill-to and ship-to addresses. The quote cannot be saved without usable billing and shipping address information.
Lines
The line table captures the quoted parts and quantities.
| Column | Purpose |
|---|---|
Line |
Quote line number. |
Part Number |
Inventory part being quoted. |
Customer Part |
Customer part number when available. |
Qty |
Quoted quantity. Must be greater than zero. |
Price |
Unit price. Customer quotes can default from customer price tier. |
Disc% |
Line discount. |
Total |
Calculated line total. |
Actions |
Add or remove quote lines. |
Main actions
Add Line: Adds another quote line.- Remove line action: Removes a line when more than one line exists.
- Save/create quote action: Validates and saves the quote.
- Send confirmation: After saving, PAX asks whether to send the quote email now.
Required information
Before saving, PAX requires:
- One selected customer or prospect.
- Bill-to address.
- Ship-to address.
- Payment terms.
- At least one quote line.
- A part number and quantity greater than zero for each line.
What happens behind the scenes
Saving creates the quote header and quote lines together.
PAX creates the quote for either a customer or a prospect, never both at the same time.
After the quote is created, PAX opens the quote PDF in a new browser tab and then asks whether the quote should be emailed.
Quote creation does not create a Sales Order, ship inventory, reserve inventory, create an invoice, or post accounting.
Troubleshooting
Customer or prospect is required
Likely cause: No recipient was selected.
Safe fix: Choose Existing Customer or Prospect, search, and select the correct company.
Contact support if: The company exists but cannot be selected.
Address is required
Likely cause: The selected customer or prospect does not have a selected bill-to or ship-to address.
Safe fix: Add or select the correct addresses before saving.
Contact support if: Saved addresses do not appear in the selectors.
A line cannot be saved
Likely cause: A line is missing part number or has a quantity of zero.
Safe fix: Select the part and enter a quantity greater than zero.
Contact support if: A valid part cannot be selected.
The PDF does not open
Likely cause: The browser blocked the PDF tab.
Safe fix: Allow popups for PAX, then print the quote from Open Quotes.
Contact support if: The quote was created but PDF generation fails repeatedly.