How to: Quote an Assemble-to-Order Sale

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You can use assembly management to customize an assembly item to a customer’s request during the sales process. For more information, see How to: Sell Items Assembled to Order.

As when you sell any other type of item, you can also create a sales quote for a customized assembly item before converting it to a sales order. This process involves several extra steps when you compare it to creating a regular sales quote, and it uses a variation of a linked assembly order, which is an assembly quote. For more information, see Assembly Quote.

Note

Like all types of quotes, the quantities on assembly quotes are not used in availability, planning, or reservations.

To create a sales quote for an assemble-to-order item

  1. In the Search box, enter Sales Quote, and then choose the related link.

  2. Create a sales quote line with one line for an assembly item. For more information, see How to: Create Sales Quotes.

  3. In the Qty. to Assemble to Order field, enter the full quantity. If the column is not visible, open the shortcut menu for the column headings, and then choose Choose Columns to add it.

    Note

    You should not quote a partial quantity. Therefore, you must enter the same quantity that you entered in the Quantity field on the sales quote line.

  4. On the Lines FastTab, choose Line, choose Assemble to Order, and then choose Assemble-to-Order Lines. Alternatively, choose the Qty. to Assemble to Order field on the line.

  5. In the Assemble-to-Order Lines window, review or modify the assembly order lines according to the quote that the customer is requesting. If you want to view more information, on the Home tab, in the Process group, choose Show Document to open the complete blanket quote order. You cannot change the contents of most fields, and you cannot post.

  6. When you have adjusted the assembly order lines according to the quote, close the Assemble-to-Order Lines window to return to the Sales Quote window.

  7. If the customer accepts the quote, then create a sales order for the quoted assembly item. For more information, see How to: Convert Sales Quotes to Sales Orders. The linked assembly quote and any customizations are linked to that new sales order to prepare for assembly of the item or items to be sold.

See Also

Tasks

How to: Sell Items Assembled to Order
How to: Create Sales Quotes
How to: Convert Sales Quotes to Sales Orders

Other Resources

Assembly Quote
Sales Quote
Assembly Order
Qty. to Assemble to Order
Assemble-to-Order Lines
Assemble-to-Order Link