Create a Quote when No Opportunity Exists

As of 04/15/24 meeting, we assume all End User Quote must start with an opportunity created already.

Click the New End User Quote on the Opportunity List.

The Quote will be displayed.

Use this field to search.

Use Customer Account field to search.

The search result will only show “End User” Accounts.

After you select a customer, 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.

On the Quote, the following information is automatically populated.

Field Name	Help

Field Name	Help
Opportunity Name	Default to Account Name
Opportunity Currency	Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank.
Account	Search for an Account, or enter relevant information to create a new account
Price Book	Default to Standard Price Book
Closed Date	Default to Today’s date
Stage	Default to “Proposal”
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 or Quick Save.

The Opportunity will automatically be created in the background. No need to click “Create Opportunity”.

Read Add Quote Details / Edit Quote to continue to edit the quote.

Yakta/Arrowquip