How do I create a unit quotation from a prospect?
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