Standard Fields in Quotes

Following are the list of Zoho defined standard fields available in the Quotes module:

Field Name	Description	Data type	Character type and maximum allowed number
Quote Owner	Select the name of the user to whom the quote is assigned.	Lookup	-
Subject*	Specify the name of the quote. This field is mandatory.	Text box	Alphanumeric (120)
Deal Name	Specify the potential name for which the quote has to be created.	Text box	Alphanumeric (40)
Quote Stage	Specify the status of the quote.	Check box	-
Valid Till	Specify the date till the quote is valid after sending to the prospective customer.	Date	-
Contact Name	Specify the contact to which the quote has to be created.	Lookup	-
Carrier	Select the name of the carrier manufacturer.	Pick list	-
Shipping	Select the category of the quote.	Text box	Alphanumeric (50)
Inventory Manager	Specify the person responsible for shipping the shipment to the account or contact.	Text box	Alphanumeric (50)
Account Name*	Specify the account name to which the quote has to be created. This field is mandatory	Lookup
Created By	Displays the person created the Price book first time.	Date/Time format
Modified By	Displays the person modified the Price book.	Date/Time format
Billing Address Street City State Zip Country	Specify the primary address of the contact.	Street - Text box City - Text box State - Text box Code - Text box Country- Text box	Alphanumeric (250) Alphanumeric (30) Alphanumeric (30) Alphanumeric (30) Alphanumeric (30)
Shipping Address Street City State Zip Country	Specify the shipping address of the contact (if any).	Street - Text box City - Text box State - Text box Code - Text box Country - Text box	Alphanumeric (250) Alphanumeric (30) Alphanumeric (30) Alphanumeric (30) Alphanumeric (30)
Product Name *	Select the product name.This field is mandatory	Lookup	-
Quantity in Stock	Displays the stock quantity.	Numeric	Integers
Quantity*	Specify the quantity for which the sales order has to be generated. This field is mandatory	Numeric	Integers
Unit Price*	Displays the unit price of the product.	Currency
List Price*	Select the product list price from Price Book or specify the product price. This field is mandatory	Lookup and Numeric	Integers
Total	Displays the amount of the selected products.	Text box	Alphanumeric
Terms & Conditions	Specify the terms and conditions that are associated with quote.	Text area
Description	Specify any other details about quote.	Text area	32000 characters

SEE ALSO

Working with Quotes

Create Quotes

Inventory Management - Overview

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