sop-quoting
Quote request → estimate → sales order
The full run · QuickBooks · review + notes
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Part 1 — pricing a request
1 · A quote request comes in
1
Note the customer and the parts + quantities they're asking for.
e.g. FCC Environmental — Michelle Cupit
1640750 ×8 1414603 ×8 1456391 ×8
2
Search this customer's past quotes/estimates for these same parts — what did we charge them before?
2 · Price it — the 6-month rule
3
Look at when this customer was last quoted these parts.
Quoted in the last 6 months → reuse that price. It's still good.
Older than 6 months, or never → price fresh: landed cost × the customer's tier.
3 · Check inventory — before you promise anything
4
Confirm there's enough to sell: On Hand − Committed ≥ the quantity for each part.
5
Short, or not sure? Flag it or order it before quoting a delivery date.
4 · Send the estimate
6
Build the estimate, mark it "Quoted," and send it to the customer.
Part 2 — won it? make the sales order
5 · Pull up the estimate
7
Find → Simple → Estimate, type the estimate number.
8
On the tablet: cross out "Quoted", write in the customer's PO number.
6 · Ordering an item from a vendor? Make the PO first
9
From the estimate, create a Purchase Order → choose Selected (not All) → check the item(s). They fill in.
10
PO number = today's date + order # 071526-01
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Email the PO — it's a blind drop-ship → Send.
"Please ship this order direct, blind, with no paperwork. Thank you."
7 · Make the Sales Order
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Back on the estimate → create the Sales Order.
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Fill in: salesman, estimate #, customer PO #. Paste the PO # on its line.
Sean — what do we call this line? (you'd said "PHEI")
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Print → "Make permanent?" NO → print 2 copies (file + out back). Printing saves it.
8 · Link everything together
15
Copy the Sales Order number.
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On the PO: paste the SO # + who made it → Save & Close → "Change transaction?" YES
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Back on the estimate: put the SO # in its box → Save & Close → "Make permanent?" NO "Send again?" NO