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Select the dropdown arrow from the quote you wish to Edit.
Select Edit
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Add Quote Details After Initially Saving the Quote by Clicking “Save”
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The details are available automatically after clicking “Quick Save”.
Add / Edit Products
Scroll to the bottom. Click Add Lines to add products.
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The following fields are automatically populated. Edit as necessary.
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Field Name | Help |
|---|---|
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 |
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Opportunity is sync’d from the latest quote.
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Assigning Serial Numbers
Click After you click Quick Save uote Quote, the Assign Serial Numbers section will be updated.
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