Sales Opportunities/How to Create a Quote - Revision history

J.collier at 16:17, 1 December 2012

2012-12-01T16:17:31Z

2012-12-01T16:17:16Z

2012-11-27T18:08:51Z

2012-11-27T18:05:20Z

2012-11-27T17:44:46Z

2012-11-27T17:38:43Z

2012-11-27T17:37:58Z

2012-11-27T17:35:32Z

2012-09-25T18:45:50Z

2012-09-25T18:44:05Z

← Older revision		Revision as of 16:17, 1 December 2012
Line 23:		Line 23:


−	Return to '''[[~~SalesOpportunities~~]]'''	+	Return to '''[[Sales Opportunities]]'''

@@ Line 22: / Line 22: @@
 . Click '''Save & Close'''.
-{|class="wikitable"
-|-
+Return to '''[[SalesOpportunities]]'''

@@ Line 8: / Line 8: @@
 . From the '''Related Info''' dropdown menu, select '''Quotes'''.
-. Click the “New Quote” button and
+. Click the “New Quote” button. ''The New Quote dialog displays.''
-provide the in-formation called for on the resulting dialog.
+. Enter the quote details.
-::::::::5.	Click on the “Update” button to update the screen.  Edit or complete fields on the screen as required.
+. Click the '''Update''' button to update the screen.
-::::::::6.	To add an item to this quote, click on the “Add Item” button to view a list of products.  Place a checkmark beside one or more products to be added to your quote.
+. To add an item to this quote, click on the '''Add Item''' button to view a list of products.  Place a checkmark beside one or more products to be added to your quote and click on the '''Select''' button.
-::::::::7.	Click on the “Select” button.
+. Edit the '''Description''', '''Quantity''' or '''Price''' for any item.  (Click the '''Update''' button to retain your changes and recalculate the '''Price Extended'''.)
-::::::::8.	Once you have returned to the “Quote Detail” screen, you may edit the “Description,” “Quantity” or “Price” for any item.  (Click on the “Update” button to retain your changes and recalculate the “Price Ex-tended.”)
+. You may email the quote to the customer, or print it.
+. Click '''Save & Close'''.
 {|class="wikitable"

@@ Line 4: / Line 4: @@
 . Create a sales opportunity for the prospect if one does not already exist. See ''How to Create an Opportunity'' in the '''[[SalesOpportunities]]''' section.
-.	Select the Opportunity from the list of Sales Oppor-tunities.
+. In the '''Sales''' module, select the respective opportunity from your opportunity listing. ''The Opportunity Detail screen displays.''
-::::::::3.	In the “Select a Related View” dropdown menu, se-lect “Quotes.”
+. From the '''Related Info''' dropdown menu, select '''Quotes'''.
-::::::::4.	Click on the “New Quote” button and provide the in-formation called for on the resulting dialog.
+. Click the “New Quote” button and
 ::::::::5.	Click on the “Update” button to update the screen.  Edit or complete fields on the screen as required.

@@ Line 2: / Line 2: @@
 Once a sales opportunity has been established you may create a quote for it.
-.	Create a sales opportunity for the prospect if one does not already exist. See ''How to Create an Opportunity'' in the '''[[SalesOpportunities]]''' section.
+. Create a sales opportunity for the prospect if one does not already exist. See ''How to Create an Opportunity'' in the '''[[SalesOpportunities]]''' section.
-::::::::2.	Select the Opportunity from the list of Sales Oppor-tunities.
+.	Select the Opportunity from the list of Sales Oppor-tunities.
 ::::::::3.	In the “Select a Related View” dropdown menu, se-lect “Quotes.”
 ::::::::4.	Click on the “New Quote” button and provide the in-formation called for on the resulting dialog.
@@ Line 19: / Line 18: @@
 ::::::::8.	Once you have returned to the “Quote Detail” screen, you may edit the “Description,” “Quantity” or “Price” for any item.  (Click on the “Update” button to retain your changes and recalculate the “Price Ex-tended.”)
-[[File:ScreenHunter_58 Sep. 25 14.33.jpg|left]]
 ::::::::9.	You may Email the quote to a customer, or print it.

← Older revision	Revision as of 16:17, 1 December 2012
(No difference)

@@ Line 1: / Line 1: @@
-Once an opportunity has been created, you may attach a quote to the opportunity by clicking on the “New Quote” button and filling in information on the “New Quote” dialog.  Then add specific Quote items by clicking on the “Add Item” button and providing the related information.
+Once a sales opportunity has been established you may create a quote for it.
+.	Create a sales opportunity for the prospect if one does not already exist. See '''[[How to Add an Opportunity]]'''
 ::::::::2.	Select the Opportunity from the list of Sales Oppor-tunities.