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Requirements
Every sale must have an opportunity.
Quotes must be created from opportunities.
It is possible to sell multiple serialized products on one Opportunity.
It is possible to sell multiple serial numbers per product on one Opportunity.
Search for an Existing Opportunity
If you know the customer’s Name, Phone or Email, use them to search for an account.
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Alternatively, you can search on the Opportunity list.
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Create a New Opportunity
If you are sure there is no existing opportunity for the sale, create a new one using Record Type, End User.
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Field Name
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Help
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Opportunity Name
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Manually enter a value.
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Opportunity Currency
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CAD is entered automatically.
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Account
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Manually enter a value or leave it blank.
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Price Book
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Leave it blank. Standard Price Book will be entered automatically when saving.
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Closed Date
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Manually enter a value.
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Stage
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Manually enter a value.
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Assigned Dealer
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Manually enter a value, or if blank, populated automatically based on the current logged-in user.
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Assigned Salesperson
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Manually enter a value, or if blank, populated automatically based on the current logged-in user.
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.
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Assigned Dealer
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Assigned Salesperson
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Customer Account
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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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Field Name
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Help
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Estimated Dealer’s Cost
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From the Dealer Cost field from the Price Entry, filtered by Currency on the header
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Margin
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Default to 20% but can be changed.
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Quantity
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Default to 1 but can be changed.
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Unit Price
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Estimated Dealer’s Cost / (1- Margin))
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Line Amount
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Quantity * Unit Price
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Dealer Cost
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From the Dealer Cost field from the Price Entry, filtered by Currency on the header
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Cash
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From the Cash field from the Price Entry, filtered by Currency on the header
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Promo
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From the Promo field from the Price Entry, filtered by Currency on the header
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MSRP
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From the MSRP field from the Price Entry, filtered by Currency on the header
After you finalize the products and quantity, navigate to the Payment tab to select a Finance Company.
The finance programs associated with the finance company will be automatically populated.
You can continue to adjust the Participation Fee and Dealer’s Margin as needed.
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Then select a Finance Program. The total Selling Price and Estimated Dealer’s Cost will be allocated down to the detailed lines using the Dealer Cost field for each of the products.
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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.
If the customer does not exist in the database, the system will create a new account with the entered customer’s name and address.
| 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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Opportunity is sync’d from the latest quote.
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