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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 Opportuntity 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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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.
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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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Price Book
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Standard Price Book is entered automatically
Creating a Quote
To create a new quote, click the End User Quote button on the Opportunity.
If there are quotes created already for the opportunity, the system will display the latest quote for editing.
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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
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.
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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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Accounts could be both Person and Business Accounts.
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| Note |
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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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