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Create a New End User Quote Without an Opportunity
Click the New End User Quote on the Opportunity List
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Field Name
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Help
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Opportunity Name
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Default to Account Name
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Opportunity Currency
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Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank.
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Account
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Search for an Account, or enter relevant information to create a new account
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Price Book
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Default to Standard Price Book
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Closed Date
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Default to Today’s date
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Stage
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Default to “Proposal”
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Assigned Dealer
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Default to the account that is linked to the Assigned Salesperson.
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Assigned Salesperson
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Default to the contact that is linked to the logged-in user.
Create a New End User Quote With an Opportunity
Creating a Quote
There are 2 options to create a new quote.
Option 1 - Click the End User Quote button on the Opportunity to edit the latest quote, or to create a new quote if there are no quotes created yet for the Opportunity.
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Option 2 - Click the New Quote button on Quotes relatest list of the Opportunity.
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To clone from an existing quote, click Quote Number to go to the Quote page,
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Then click the Clone button. After cloning, you will be on the new quote automatically with the same header and lines as the cloned quote. The new Quote will have the Syncing field checked automatically.
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On the Quote, The following information is automatically populated.
Assigned Dealer
Assigned Salesperson
Customer Account
Quote Currency
Review the Opportunity
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Click Add Lines to add products.
Type any part of the Product Name to search for products.
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The following fields are automatically populated.
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Navigate to the Customer tab. You can use Phone No. or email to search for an existing customer.
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Select a customer, and then the system will automatically populate the name and the address to the quote, together with the customer ID.
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| Info |
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Currently, if you change the Customer’s First Name, Last Name, Phone, Email and Address, the changes are NOT copied back to the account. Need to discuss it more. |
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The detailed finance program with modified Participation Cost and Dealer Margin is saved in the Finance Program Details field on the Quote for future retrieval.
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