---
title: "Create Sales Quote - Prerequisites"
slug: "bc-sales-quote-prerequisites"
tags: ["Demo"]
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-sales-quote-prerequisites"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Sales Quote - Prerequisites

Execute the following setup configuration before running this demo process.

## **Sales & Receivables Setup**

1. Go to **Sales & Marketing** > **Setup** > **Sales & Receivables Setup**.
2. Make sure **Invoice Rounding** is unchecked.

![SalesQuoteStep1](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep1.png)

## Numbering series setup

To create a new sales quote, define the following numbering series.

1. Go to **Finance** > **Setup** > **No. Series**.
2. The No. Series S-QUO must be defined.

![SalesQuoteStep2](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep2.png)
3. Select **Lines** to set the start and end number.

![SalesQuoteStep3](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep3.png)

## Customer data

In this demo script, either a contact (as prospect) or a customer is used to create a sales quote.

- Create a contact by executing the Create Contact pre-configured process.
- To get the best view of the process capabilities for pricing and discount, use customer 10000 (The Cannon Group Plc.) with some changes in the **Customer** card.

1. Go to **Sales & Marketing** > **Sales** > **Customers**.
2. Double-click on the line with customer number 10000 and expand the **Invoicing** fast tab.

![SalesQuoteStep4](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep4.png)
3. Enter **Customer Disc. Group** LARGE ACC.

![SalesQuoteStep5](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep5.png)
4. Confirm by selecting the **Ship-To Addresses** button from the **Navigate** menu that the customer has two ship-to addresses.

![SalesQuoteStep6](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep6.png)

## Related

- [Create Sales Quote](/bc-sales-quote.md)
- [Create Sales Quote - Process](/bc-sales-quote-process.md)