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ArrowQuip Sales Pipeline implementation on YAKTA (W?)

ArrowQuip Sales Pipeline implementation on YAKTA (W?)

Owned by Waseem Khan
Last updated: Nov 22, 2024 by Scott Zhuo
2 min read

Record Types

For Different Page Layouts, we will need to differentiate YAKTA / ArrowQuip Record Types for Account, Contact , Opportunities , and setup permissions for users on record types.

 

  1. YAKTA-End User

  2. YAKTA- Commercial

  3. YAKTA -Dealer Loads

  4. YAKTA- New Dealers

 

  1. ArrowQuip-End User

  2. ArrowQuip- Commercial

  3. ArrowQuip -Dealer Loads

  4. ArrowQuip- New Dealers

All Record types will have different page layouts / Fields Visibility

 

 

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Price Book

Use same Price book “ YAKTA PriceBook” by adding ArrowQuip products with prices too. Rename to YAKTA-ArrowQuip Pricebook

 

  • We need to import the products here

  • Quote Name should pull from the Opportunity Name automatically, have asked Wassem about this a number of times.

  • Finance Company, Finance Program, Finance Details but perhaps it is used on end user pipeline. On Dealer loads or New Dealer it is not required.

  • Sales rep needs to get it approved by dealer (this is a current stage). This will be the trigger for production planning to either enter in sage (AQ orders for now until in GF) and Yakta (straight into Goldfinch)

  • Remove Description Box

  • Prepared for seems a lot of duplicate information, why can’t it pull from the opportunity?

  • Same with the address information, I have asked Wassem about this many times, still not been fixed.

  • Can we have two buttons at the top – one with Arrowquip logo and one with Yakta – could be generate AQ Confirmation, Generate Yakta Confirmation (same with quotations)

 

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