Difference between revisions of "How do I create a unit quotation from a prospect?"
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* [[How do I Find a Prospect?|Find]] the prospect or [[How do I Create a New Prospect?|create]] a new record. | * [[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|Vehicle Interests}} tab. | * Click on the {{Tab|Vehicle Interests}} tab. | ||
| − | * Complete the details for the type of vehicle in which they are interested following [[How do I | + | * Complete the details for the type of vehicle 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 vehicle quotation. | * Press {{KeyPress|F9}} to create a vehicle 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. | ||
| Line 21: | Line 21: | ||
* 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 Create a New Prospect?]] | * [[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, vehicle, quotations, quote, interest, query}} | {{KB_Tags|prospecting, new, create, prospect, creating, interests, vehicle, quotations, quote, interest, query}} | ||
{{KB_SP}}{{KB_VS}} | {{KB_SP}}{{KB_VS}} | ||
Revision as of 10:06, 4 January 2019
Summary
This article explains how to create a vehicle quotation for a Sales Prospect. This can be converted to a confirmed order at a later date.
More Information
Go to " Sales Prospecting Add or Edit Prospects".
- Find the prospect or create a new record.
- Click on the [Vehicle Interests] tab.
- Complete the details for the type of vehicle in which they are interested following this article.
- Press <F9> to create a vehicle 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 vehicle.
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
