Opening the Quote
Edit a Quote From the Opportunity
Select the dropdown arrow from the quote you wish to Edit
Select Edit
Add Quote Details After Initially Saving the Quote by Clicking “Save”
The quote record will be displayed.
Click the Edit button
Add Quote Details After Initially Saving the Quote by Clicking “Quick Save”
The details are available automatically after clicking “Quick Save”
Adding / Editing Products
Scroll to the bottom
Click Add Lines to add products.
Type any part of the Product Name to search for products.
The following fields are automatically populated.
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 |
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.
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.
The system will populate the Dealer’s Margin and recalculate the Unit Price.
Navigate to the Customer tab. You can use Phone No. or email to search for an existing customer.
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.
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.
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.
Opportunity is sync’d from the latest quote.
Assigning Serial Numbers
Click Quick Save uote, the Assign Serial Numbers section will be updated.
Read Assign Serial Numbers to a Quote to assign serial numbers to the opportunity.