Difference between revisions of "Sales Opportunities/How to Create a Quote"

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3. From the '''Related Info''' dropdown menu, select '''Quotes'''.
 
3. From the '''Related Info''' dropdown menu, select '''Quotes'''.
  
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4. Click the “New Quote” button and
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4. Click the “New Quote” button. ''The New Quote dialog displays.''
  
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provide the in-formation called for on the resulting dialog.
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5. Enter the quote details.
  
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::::::::5. Click on the “Update” button to update the screen.  Edit or complete fields on the screen as required.
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6. Click the '''Update''' button to update the screen.   
  
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::::::::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.  
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7. 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.
  
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::::::::7. Click on the “Select” button.
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8. Edit the '''Description''', '''Quantity''' or '''Price''' for any item.  (Click the '''Update''' button to retain your changes and recalculate the '''Price Extended'''.)
  
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::::::::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.”)
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9. You may email the quote to the customer, or print it.
  
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10. Click '''Save & Close'''.
  
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::::::::9. You may Email the quote to a customer, or print it.
 
  
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::::::::10. Click on the “Save and Close”
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Return to '''[[Sales Opportunities]]'''
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{|class="wikitable"
 
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|'''''Note:'''''  Quotes can be created without being linked to a specific opportunity by selecting quotes and the new button.
 
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Latest revision as of 16:17, 1 December 2012

Once a sales opportunity has been established you may create a quote for it.

1. Create a sales opportunity for the prospect if one does not already exist. See How to Create an Opportunity in the SalesOpportunities section.

2. In the Sales module, select the respective opportunity from your opportunity listing. The Opportunity Detail screen displays.

3. From the Related Info dropdown menu, select Quotes.

4. Click the “New Quote” button. The New Quote dialog displays.

5. Enter the quote details.

6. Click the Update button to update the screen.

7. 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.

8. Edit the Description, Quantity or Price for any item. (Click the Update button to retain your changes and recalculate the Price Extended.)

9. You may email the quote to the customer, or print it.

10. Click Save & Close.


Return to Sales Opportunities

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