Difference between revisions of "How do I create a unit quotation from a prospect?"
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== Summary == | == Summary == | ||
− | This article explains how to create a | + | This article explains how to create a unit quotation for a Sales Prospect. This can be converted to a confirmed order at a later date. |
== More Information == | == More Information == | ||
+ | {{Units}} | ||
Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | ||
− | * [[How do I | + | * [[How do I find a prospect?|Find]] the prospect or [[How do I create a new prospect?|create]] a new record. |
− | * Click on the {{Tab| | + | * Click on the {{Tab|Unit Interests}} tab. |
− | * Complete the details for the type of | + | * Complete the details for the type of unit in which they are interested following [[How do I record a prospect's interest in a unit?|this]] article. |
− | * Press {{KeyPress|F9}} to create a | + | * Press {{KeyPress|F9}} to create a unit quotation. |
− | ** If the prospect already has a customer account code this code will be displayed along with their name and address. | + | ** If the prospect already has a customer account code, this code will be displayed along with their name and address. |
− | ** If the prospect does not yet have an account code, their Prospect number will be entered in the {{DataPrompt|Customer}} field. | + | ** If the prospect does not yet have an account code, their Prospect number will be entered in the {{DataPrompt|Customer}} field. |
− | * Complete the relevant details for the quote following the steps explained in this article - [[Selling a | + | * Complete the relevant details for the quote following the steps explained in this article - [[Selling a unit]]. |
The quote will be saved against their prospect record. | The quote will be saved against their prospect record. | ||
=== Amending a Quote === | === Amending a Quote === | ||
− | Repeat the steps above. When pressing {{KeyPress|F9}} the system will load the existing quote for the | + | Repeat the steps above. When pressing {{KeyPress|F9}} the system will load the existing quote for the unit. |
Alternatively you may access quotes via {{Menu|{{VS}}|Add or Edit Sales Documents}}. | Alternatively you may access quotes via {{Menu|{{VS}}|Add or Edit Sales Documents}}. | ||
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* Click {{Button|Search}} to list all quotations. | * Click {{Button|Search}} to list all quotations. | ||
* Click {{Button|Edit}} to amend the quote or {{Button|Convert}} to convert it to a Sales order. | * Click {{Button|Edit}} to amend the quote or {{Button|Convert}} to convert it to a Sales order. | ||
− | * Follow the steps to process the quote/order as per [[Selling a | + | * Follow the steps to process the quote/order as per [[Selling a unit|this]] article. |
== See also == | == See also == | ||
− | * [[How do I | + | * [[How do I create a new prospect?]] |
− | * [[How do | + | * [[How do unit interests work?]] |
− | * [[Selling a | + | * [[Selling a unit]] |
− | {{KB_Tags|prospecting, new, create, prospect, creating, interests | + | {{KB_Tags|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, prospecting, new, create, prospect, creating, interests, quotations, quote, interest, query}} |
− | {{KB_SP}} {{KB_VS}} | + | {{How}}{{KB_SP}}{{KB_VS}} |
Latest revision as of 05:33, 19 June 2019
Summary
This article explains how to create a unit quotation for a Sales Prospect. This can be converted to a confirmed order at a later date.
More Information
Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Go to " Sales Prospecting Add or Edit Prospects".
- Find the prospect or create a new record.
- Click on the [Unit Interests] tab.
- Complete the details for the type of unit in which they are interested following this article.
- Press <F9> to create a unit quotation.
- If the prospect already has a customer account code, this code will be displayed along with their name and address.
- If the prospect does not yet have an account code, their Prospect number will be entered in the "Customer" field.
- Complete the relevant details for the quote following the steps explained in this article - Selling a unit.
The quote will be saved against their prospect record.
Amending a Quote
Repeat the steps above. When pressing <F9> the system will load the existing quote for the unit.
Alternatively you may access quotes via " Unit Sales Add or Edit Sales Documents".
- Click [Advanced] and select 'Quotation' from the "Doc Type" drop down menu.
- Click [Search] to list all quotations.
- Click [Edit] to amend the quote or [Convert] to convert it to a Sales order.
- Follow the steps to process the quote/order as per this article.
See also