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Requirements
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Every sale must have an opportunity.
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Quotes must be created from opportunities.
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It is possible to sell multiple serialized products on one Opportunity.
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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 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 with an Opportunity.
Option 1 - End User Quote
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 - New Quote
Click the New Quote button on the Quotes relatest related list of the Opportunity.
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To clone from an existing quote, click the 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 will automatically with have 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 the following information is automatically populated.
Assigned Dealer
Assigned Salesperson
Customer Account
Quote Currency
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.- as of 04/15/24 the opportunity section is hidden
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Estimated Dealer’s Cost
From the Dealer Cost field from the Price Entry, filtered by Currency on the header
Margin
Default to 20% but can be changed.
Quantity
Default to 1 but can be changed.
Unit Price
Estimated Dealer’s Cost / (1- Margin))
Line Amount
Quantity * Unit Price
Dealer Cost
From the Dealer Cost field from the Price Entry, filtered by Currency on the header
Cash
From the Cash field from the Price Entry, filtered by Currency on the header
Promo
From the Promo field from the Price Entry, filtered by Currency on the header
MSRP
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.
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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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Opportunity Currency | Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank. |
Price Book | Default to Standard Price Book |
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. |
Update these fields as necessary.
Then click Save.
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Read Add Quote Details / Edit Quote to continue to edit the quote.