How to create a quote in Sage 300 CRM


  1. Select a company.
  2. If you are creating a quote for a new opportunity, proceed to step 3. If you are creating a quote for an existing opportunity:
    1. Click the Opportunities tab.  A list of opportunities for the selected company appears.
    2. Select an opportunity.  The Opportunity Summary screen appears.
    3. Click the Quotes tab.
  3. In the right sidebar, click New Quote.  The Order Entry screen appears.
    • Note: If the company is not a Sage 300 A/R customer, and has not been linked to a Sage 300 database, you will be asked to select a Sage 300 database to which to link this company.
  4. On the CRM Opportunity tab, select the Include in Opportunity Totals option if you want totals from this quote to be included in the amounts that appear on the Opportunity Summary and Quote Summary screens. If you are creating multiple versions of a quote, you may want to select this option for only one version.
  5. If you use custom fields or track sales commissions, review and edit information on the Optional Fields and Sales Split tabs as needed.
  6. On the Order tab, enter line items to be included in the quote. Note the following considerations:
    • After you make changes to a quote, you can click Refresh (at the bottom right of the screen) to update the order subtotal.
    • To change the order of columns that appear in the grid, click Edit Columns and then drag and drop items in the list that appears. The item at the top of the list will appear as the left-most column in the grid, and so on.
    • You can add comments or instructions in the Comments/Instructions column. Comments appear on the printed version of a quote; instructions do not.
  7. On the Totals tab, enter a discount (if applicable) and check that the other information displayed here is correct.
    • Note: Order discounts are applied to miscellaneous charges only if
      you select the Discount Miscellaneous Charges option.
  8. When you have finished creating the quote, click Post.  Sage CRM creates the quote and links it to the currently selected opportunity. 


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.