Setting Up Quotation Weightings

Overview  

Quotation Weightings allow you to see how likely it is that the customer is going to convert their quotation into a sales order; the higher the percentage the more likely it is that you will get the sale. Quotation Weightings are setup as explained in the following video. A step by step guide can be found below the video.


Steps 

  1. In System Setup, open System Data.
  2. Double click on the Quotation Weighting line to open the table.
  3. Enter Edit mode.
  4. Use the New button to add a new line.
  5. Add a Description.
  6. Add a Quotation Weighting Percentage to apply when this weighting option is used.
  7. Save the screen.

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