In Autodesk Fusion Operations, you can create quotes for products that can be printed and then generate sales orders from those quotes.
1. Navigate to the Sales Order menu and press Quote (1) from the side Panel. Afterwards click on Add Quote (2).
2. On the next screen, start by filling the fields below:
Mandatory Fields:
Code: Reference that identifies the Quote.
Creation Date: Day and hour when the Quote was created. If you don't define a Creation Date, the current time and date will be used.
Product: code of the ordered product.
Quantity: amount of ordered products.
Optional Fields:
Client: Client Code. You can check this on the menu on the left, under the tab ‘Clients’.
Billing Address: Refers to the designated location associated with a payment method.
Observations (1): Observations/notes to add to the Quote.
Due Date: the due date of the ‘Quote’ or the corresponding shipping.
Requested Date: The date requested by the client for shipment or delivery.
Delivery Address: the address at which the Quote will be delivered.
Unit Price: the product selling price.
Price: It is calculated automatically when the fields "Unit Price" and "Quantity" have a value.
Observations (2): observations/notes to add to the products in the Shipping
Additionally, you can create several shippings and associate them to different due dates, requested dates, products, quantities, unit prices, and others.
To check the current unit cost associated to a product, pass the mouse over the "?" as shown on the image below. By having this value as a reference, you can afterwards define what price must be charged to the customer.
Below you can find a simple example of a quote, with two different shippings. On the bottom, you can also check the total quantities, stock, cost, and price.
3. After finishing this process, you can either save the current quote (1), create a sales order (2), or print the current quote (3). All these options are available at the bottom of the screen.
The printed version will have a layout as shown below.
Additionally, you can also print an internal sheet with the costs included by tapping on Production Costs Sheet.
Tip: if you'd like to go further into your production costs analysis, follow this article.
Print Quote Configuration
You can also customize your Quote Sheet so it can best suit you and your clients:
To add an empty line, do not pick a product.
To add a line with numbering, just add [numbering] at the beginning of the Observations field.
To add a name on the Product Column, on empty lines, add it to the Observations field separated by "| |" from the rest of the observation.
Observation formats possible:
Only an observation - regular observation text.
An observation with numbering - [numbering] regular observation text.
An observation with line name - line name || regular observation text.
An observation with line name and numbering - [numbering] line name || regular observation text.
Example:
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