Quote or Order to a Contact (not yet a customer)

LBR

Hi,

I've a problem with quote and/or order to place for someone who is a contact (prospect/suspect) and not yet a Customer.

Tell me if I've wrong but standard Nav only allow to place order or quote on a Customer (with or without contact card) but not on a contact without customer card created before.

If someone have the same problem or solved the same problem, let me know please.

Tvis

Depending on your version you should be able to use Customer Templates to create a sales quote.

You do need a Customer to create an order.

sendoh

standard Nav only allow to place order or quote on a Customer (with or without contact card) but not on a contact without customer card created before.

this is correct.so you have to add that on your customer's card.

LBR

so I could only do business with a customer, and nothing regarding prospect that ask me an offer to become maybe a customer, very strange but so.

Tvis

LBR wrote:

so I could only do business with a customer, and nothing regarding prospect that ask me an offer to become maybe a customer, very strange but so.

You can create a sales quote without having a Customer record.

But you need to set up a Customer Template to do it.

LBR

thank a lot Tvis, now I can go further, it's exactly what I need.