By Suzanne Scanlan, Nov 13, 2019
In this blog, you’ll learn how to create a Purchase Quote and convert it to an Order in Microsoft Dynamics NAV or Business Central. You would use this for various reasons, including:
- To purchase items or services
- Receive the offers from vendors
- Provide the prices and delivery time of items customers need
In the search box, search for Purchase Quotes.
To create a new Purchase Quote, click New in the home ribbon or use Ctrl +N.
A Quote number is automatically generated specifying the series to which it belongs.
Enter the vendor name and press Enter, which will automatically populate the header.
After completing the details required:
- Select the type field in the Line tab
- Enter the item Number (it automatically populates the description)
- Enter the location code
- Enter quantity to order
Enter the direct unit cost
On the Action tab, click Make Order to create a Purchase Order from the Purchase Quote.
