Your outcome
A saved proposal with the intended customer or eligible anonymous-quotation choice, tile, selling unit, quantity and price.
Before you start
- Access to the Retail selling or estimate workflow.
- The selected tile and its pack information.
- The proposed commercial terms; customer details when using a named customer rather than an eligible anonymous quotation.
Step by step
Choose the quotation’s customer context
Open the estimate creation workflow in the intended Retail organization. Select or enter the named customer when the proposal belongs to that customer. If Anonymous quotation is available for this Retail quotation, you can save or print without creating a customer. Choose a named customer before invoicing or delivery.
Find the tile in Catalog & Compare
Use Catalog & Compare to search products, SKU or dimensions. Inspect the size, finish and pack details. If several products look similar, compare their details before adding the intended selection.
Review the selling quantity
Use the product’s quantity calculator when measurements are available, or enter the known amount in the supported sales unit. Keep boxes and pieces explicit. Review pack coverage before applying an area-based result.
Check the proposal line by line
Read the named customer or anonymous-quotation choice, product variant, quantity, unit and rate together. Review applicable discounts and tax values using the available form. A correct-looking total does not prove the intended product was selected.
Save and reopen the estimate
Save the proposal and keep its reference. Reopen it to confirm the customer context and line details. Use the supported revision workflow when the requirement changes so the earlier proposal remains available for reference.
Agree the customer’s next step
Discuss the proposal with the customer before continuing into the next appropriate document. An estimate is not proof that money was received or stock was reduced; review those actions separately.
Check your result
Use this checklist as you review your work. Checks stay on this page until you leave or reload.
0 of 4 checks completed
If something differs
The tile quantity changes unexpectedly
Review pack coverage, measurement unit, deductions, extra allowance and any manual quantity override.
The customer asks for a changed quantity
Use the supported revision action and inspect the revised proposal and earlier reference. Avoid silently treating the old proposal as the new agreement.
Still need help? Include the task, visible error and relevant record reference when you contact support.