---
title: "Create Sales Quote - Process"
slug: "bc-sales-quote-process"
description: "Create sales quotes in Microsoft Dynamics 365 Business Central with customer-specific pricing, discounts, and easy inventory checks for efficient order processing."
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-sales-quote-process"
---

> ## 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 - Process

## Process flow

The Create Sales Quote process supports the creation of a new sales quote in Microsoft Dynamics 365 Business Central, using customer-specific price and discount agreements.

After selecting a customer by number or by searching in the customer list with a search filter at the customer name, enter a delivery date and optionally a delivery address.

A sales quote header is then created in Microsoft Dynamics 365 Business Central. The quote reference can be entered.

Next, create sales quote lines by entering the item code, quantity, price, and discount. The process always shows the total quote amount and total discount amount.

After entering the quantity of an item, an inventory availability check is performed.

Finally, after entering all sales quote lines, an overview of the lines is shown. Lines can be added, changed, or deleted. After confirmation of the lines, the next sales quote can be entered.

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

## Steps

> [!NOTE]
> Make sure you have already set up the [prerequisites](/business-central/docs/bc-sales-quote-prerequisites) for this process.

1. After logging in, select the Create Sales Quote menu button.

![SalesQuoteStep7](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep7.png)
2. The next page appears.

![SalesQuoteStep8](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep8.png)

### Scenario 1: Using the prospect contact

1. This part of the process applies to sales quote creation for a prospect, a contact without a linked customer. Press **F7=Prospect Contact**.
2. Enter the Contact No. or press **F6=Search** to search the contact list of Microsoft Dynamics 365 Business Central.

![SalesQuoteStep9](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep9.png)
3. Enter a contact name in the search filter.

![SalesQuoteStep10](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep10.png)
4. In the search list, select the contact and press **F4=OK**. Because there is no customer linked to the contact "Andrew Lan" of the "Cane Showroom," select this prospect for this demo case.

![SalesQuoteStep11](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep11.png)
5. Enter the Customer Template.

![SalesQuoteStep12](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep12.png)
6. Use **F6** for lookup of the Customer Templates.

![SalesQuoteStep13](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep13.png)
7. Select the Customer Template and confirm by pressing **F4=OK**.

![SalesQuoteStep14](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep14.png)
8. Enter the Requested Delivery Date.

![SalesQuoteStep15](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep15.png)
9. Press **F4=OK**. A new sales quote is created in Microsoft Dynamics 365 Business Central. The quote number is generated based on the Number Series S-QUO, defined in the mobile process configuration (see document SLSQUOTEHDRCREATE2).

> [!NOTE]
> Continue with step 19.

### Scenario 2: Using the customer

1. This part of the process applies to sales quote creation for existing customers. Press **F8=Customer**. Enter the Customer No. or press **F6=Search** to search the customer list of Microsoft Dynamics 365 Business Central.

![SalesQuoteStep16](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep16.png)
2. Enter the search filter at customer name.

![Sales quote creation interface with a search filter for specific terms.](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQUoteStep17.png)
3. Select the customer and press **F4=OK**.

![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQUoteStep18.png)
4. Enter the Requested Delivery Date.

![SalesQuoteStep19](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep19.png)
5. Optionally, enter a Ship-to Address.

![SalesQuoteStep20](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep20.png)
6. Use **F6** for lookup of the Ship-to Addresses of the customer.

![SalesQuoteStep21](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep21.png)
7. Select the Ship-to Address and confirm by pressing **OK**.

![SalesQuoteStep22](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep22.png)
8. Press **F4=OK**. A new sales quote is created in Microsoft Dynamics 365 Business Central. The quote number is generated based on the Number Series S-QUO, defined in the mobile process configuration (see connection SLSQUOTEHDRCREATE1).

![SalesQuoteStep23](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep23.png)

From this step on, execute the steps of the Create Sales Quote process with a prospect selected in step 5. If you execute the steps with a customer, the layout of the pages is slightly different (for example, when selecting a customer, the customer template is empty).

1. The sales quote header in Microsoft Dynamics 365 Business Central is created based on the customer master data and the entered data.

> [!NOTE]
> **Note** To see the result in D365 BC, go to **Sales & Marketing** > **Order Processing** > **Sales Quotes** and navigate to the sales quote created for Andrew Lan. Select to show the detailed data of the sales quote. The highlighted fields can be shown by selecting the **Show more fields** option.
> 
> ![SalesQuoteStep24](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep24.png)
2. Enter the reference field. After pressing **OK**, the **Your Reference** field (hidden field) of the sales quote in Microsoft Dynamics 365 Business Central is updated.

![SalesQuoteStep25](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep25.png)
3. You can now enter the sales quote lines.

![SalesQuoteStep26](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep26.png)
4. Enter item number 1928-S or use **F6=Lookup** to get a list of items.

![SalesQuoteStep27](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep27.png)
5. After pressing **F4=OK**, a new sales quote line in Microsoft Dynamics 365 Business Central is created with the item number defined.

> [!NOTE]
> **Note** To see the result in D365 BC, go to **Sales & Marketing** > **Order Processing** > **Sales Quotes**, navigate to your sales quote, and double-click to show the detailed order line data.
> 
> The **Item Number** is filled in; the **Quantity** is still empty.
> 
> ![SalesQuoteStep28](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep28.png)
6. Enter the quantity of the item (for example, seven) and press **F4=OK**.

![SalesQuoteStep29](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep29.png)
7. After entering the quantity, the current sales quote line in Microsoft Dynamics 365 Business Central is updated.

> [!NOTE]
> **Note** To see the result in D365 BC, go to **Sales & Marketing** > **Order Processing** > **Sales Quotes**, navigate to your sales quote, and double-click to show the detailed order line data.
> 
> The **Quantity** is now updated. The **Unit Price** and the **Line Discount** are populated as well.
> 
> By updating the **Quantity** in the mobile process, these price and discount fields are updated because of the validation rules of the Sales Line table in Microsoft Dynamics 365 Business Central.
> 
> ![SalesQuoteStep30](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep30.png)
8. After entering the **Quantity**, the **Net Price** and **Discount %** are defaulted based on the updated sales quote line and the customer-specific price and discount list. The Total Quote Amount and Total Line Discount are calculated in the customer currency. Decide if the Net Price and/or Discount % needs to be changed, or accept the pre-defined values and press **F4=OK**.

![SalesQuoteStep31](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep31.png)
9. Confirm these values by pressing **F4=Yes**. If the price or discount is not correct, press **F1=No** to change and go back to step 27.

![SalesQuoteStep32](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep32.png)
10. Enter another item (for example, 1968-W).

![SalesQuoteStep33](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep33.png)
11. After pressing **OK**, a second sales quote line in Microsoft Dynamics 365 Business Central is created with the item number defined.

> [!NOTE]
> **Note** To see the result in D365 BC, go to **Sales & Marketing** > **Order Processing** > **Sales Quotes**, navigate to your sales quote, and double-click to show the detailed order line data.
> 
> A second order line is created. The **Item Number** is filled in; the **Quantity** is still empty.
> 
> ![SalesQuoteStep34](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep34.png)
12. The item data is displayed. Enter the quantity of two.

![SalesQuoteStep35](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep35.png)
13. The system presents the price and discount. Confirm those. Note: the Total Amount and Total Line Discount are updated.

![SalesQuoteStep36](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep36.png)
14. Press **F7=Check Quote**.

![SalesQuoteStep37](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep37.png)
15. The next page appears. After selecting a line, one of the following functions can be executed: **F2=Change Line** to change or delete a line; **F3=Add Line** to add a new line; or **F4=Quote OK** to confirm the quote and return to the beginning of the process (step 2).

![SalesQuoteStep38](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep38.png)

### F2: Change Line

1. Select the first line and press **F4=OK**. Change the quantity to six.

![SalesQuoteStep39](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep39.png)
2. Press **F4=OK** and then change the Net Price and/or discount.

![SalesQuoteStep40](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep40.png)
3. Press **F4=OK** and the next page appears. Select the last line.

![SalesQuoteStep41](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep41.png)
4. Press **F2=Change Line**. Next, press **F2=Delete**.

![SalesQuoteStep42](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep42.png)
5. The last line is deleted from the quote.

![SalesQuoteStep43](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep43.png)

### F3: Add Line

1. Press **F3=Add Line**. A new quote line can be added here. The flow returns to step 24.

![SalesQuoteStep44](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep44.png)
2. When no new line should be entered, press **F1=Check Quote**. The next page appears.

![SalesQuoteStep43](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_SalesQuoteStep43.png)
3. Press **F4=Quote OK** to return to step 2 and leave the process.

## Related

- [Create Sales Quote](/bc-sales-quote.md)
- [Create Sales Quote - Prerequisites](/bc-sales-quote-prerequisites.md)