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Create a New End User Quote Without an Opportunity
Click the New End User Quote on the Opportunity List
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Field Name
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Help
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Opportunity Name
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Default to Account Name
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Opportunity Currency
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Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank.
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Account
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Search for an Account, or enter relevant information to create a new account
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Price Book
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Default to Standard Price Book
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Closed Date
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Default to Today’s date
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Stage
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Default to “Proposal”
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Assigned Dealer
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Default to the account that is linked to the Assigned Salesperson.
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Assigned Salesperson
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Default to the contact that is linked to the logged-in user.
Create a New Opportunity
Need more information
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Create a New End User Quote With an Opportunity
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
Read Editing Quotes to continue to edit the quote.
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
Field Name | Help |
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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.