Hi,+
Can we create Purchase Quote and Sales Quote without using Vendor Card and Customer card?
Yes you can, you can use contact and during conversion to Order there will be a prompt to create the customer . The customer created will be based on information on contact.
Check below post for more detail :
The system does not allow you to create a Sales Quote or a Purchase Quote without selecting the Customer, Vendor for the document. You can select a contact in both documents, but Customer/Vendor is mandatory.
Sohail Ahmed
1,169
YUN ZHU
1,006
Super User 2025 Season 1
Mansi Soni
830