Epicor Prophet 21 (P21) is advanced enterprise resource planning (ERP) software used by companies around the world to manage back-office operational information. P21 can also work with tools that offer businesses the ability to create quotes for customers. This provides customers with an easy and effective way to view and manage quotes and create accurate purchase offers. In this article, you will learn how businesses can create quotes using P21.

To get started, users need to log into their P21 database. After logging in, users can go to the customer quote module. From here, users can select a customer from the customer list and then enter the item number, price, and quote date.

A quote is then created for the customer, which includes the requested list of items, price, quote number, and expiration date. Users can then review the quote and make any necessary changes before submitting it for approval. If users need to add additional conditions to the offer, they can use the offer conditions module in the P21 database. This module allows users to create their own conditions and add them to the offer.

Customers can also specify their desired payment method, credit terms, and shipping instructions when creating a quote. Customers can even attach all relevant documents, such as a purchase order, to the quotation for additional information.

After a quote is completed and approved for a customer, users have the option to print the quote or save it as a PDF. You can use the PDF version of your quote and email it to customers for review and approval. After accepting the quote, the customer may proceed to the ordering process.

Users can quickly and easily create customer quotes. Users can enter offer items, prices and delivery instructions in one place. In addition, users can also add terms, attach relevant documents and save the quote as a PDF file for sending or printing. This makes creating and managing quotes for customers a simple and efficient process.

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