Start an SO, set the order type to Quote, and type in the items / quantities there.  Save while they think about it... and a Quote can be easily converted to a Standard order if / when they are ready.

Start an SO, set the order type to Quote, and type in the items / quantities there.  Save while they think about it... and a Quote can be easily converted to a Standard order if / when they are ready.

thank you!! I will give that a try.  Quote is not something that I have used before but I figured there must be something.  Most of time it's a customer phone call just checking prices on several different items and the way I am looking them up seems so clunky and slow.  I appreciate the suggestion!

Quotes allow you to record what you told them over the phone, and you can send them a copy (with expiry date on how long you will guarantee those quoted prices).

Quotes also cannot be shipped, picking sheets won't print, and the quantities are not counted as OnSO.