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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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Accounts could be both Person and Business Accounts
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You are not allowed to delete an account when there are opportunities created for it. |
Alternatively, you can search on the Opportunity list.
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Create a New End User Quote Without an 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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Click the New End User Quote on the Opportunity List
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Field Name | Help |
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Opportunity Name |
Default to Account Name | |
Opportunity Currency | Default to the Assigned Dealer’s Currency, or CAD |
if the Assigned Dealer is blank. |
Account |
Search for an Account, or enter relevant information to create a new account |
Price Book |
Default to Standard Price Book |
Closed Date |
Default to Today’s date |
Stage |
Default to “Proposal” |
Assigned Dealer |
Default to the account that is linked to the Assigned Salesperson. |
Assigned Salesperson |
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.
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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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