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 == | ||
Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | ||
* [[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| | + | * 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. | ||
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=== 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}}. | ||
Revision as of 16:34, 4 January 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
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
