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(Created page with " Once an opportunity has been created, you may attach a quote to the opportunity by clicking on the “New Quote” button and filling in information on the “New Quote” di...")
 
 
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Once an opportunity has been created, you may attach a quote to the opportunity by clicking on the “New Quote” button and filling in information on the “New Quote” dialog.  Then add specific Quote items by clicking on the “Add Item” button and providing the related information.
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Once a sales opportunity has been established you may create a quote for it.
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Step-by-Step
 
  
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1. Create a Sales Opportunity entry for the prospect if one does not already exist.
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1. Create a sales opportunity for the prospect if one does not already exist. See ''How to Create an Opportunity'' in the '''[[SalesOpportunities]]''' section.
  
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2. Select the Opportunity from the list of Sales Oppor-tunities.
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2. In the '''Sales''' module, select the respective opportunity from your opportunity listing. ''The Opportunity Detail screen displays.''
  
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3. In the “Select a Related View” dropdown menu, se-lect “Quotes.”
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3. From the '''Related Info''' dropdown menu, select '''Quotes'''.
  
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4. Click on the “New Quote” button and provide the in-formation called for on the resulting dialog.
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4. Click the “New Quote” button. ''The New Quote dialog displays.''
  
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5. Click on the “Update” button to update the screen.  Edit or complete fields on the screen as required.
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5. Enter the quote details.
  
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6. To add an item to this quote, click on the “Add Item” button to view a list of products.  Place a checkmark beside one or more
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6. Click the '''Update''' button to update the screen.   
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products to be added to your quote.
 
  
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7. Click on the “Select” button.
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7. To add an item to this quote, click on the '''Add Item''' button to view a list of products.  Place a checkmark beside one or more products to be added to your quote and click on the '''Select''' button.
  
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8. Once you have returned to the “Quote Detail” screen, you may edit the “Description,” “Quantity” or “Price” for any item.  (Click on the “Update” button to retain your changes and recalculate the “Price Ex-tended.”)
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8. Edit the '''Description''', '''Quantity''' or '''Price''' for any item.  (Click the '''Update''' button to retain your changes and recalculate the '''Price Extended'''.)
  
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9. You may Email the quote to a customer, or print it.
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9. You may email the quote to the customer, or print it.
  
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10. Click on the “Save and Close”
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10. Click '''Save & Close'''.
  
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Note:  Quotes can be created without being linked to a specific opportunity by selecting quotes and the new button.
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Return to '''[[Sales Opportunities]]'''

Latest revision as of 16:17, 1 December 2012

Once a sales opportunity has been established you may create a quote for it.

1. Create a sales opportunity for the prospect if one does not already exist. See How to Create an Opportunity in the SalesOpportunities section.

2. In the Sales module, select the respective opportunity from your opportunity listing. The Opportunity Detail screen displays.

3. From the Related Info dropdown menu, select Quotes.

4. Click the “New Quote” button. The New Quote dialog displays.

5. Enter the quote details.

6. Click the Update button to update the screen.

7. To add an item to this quote, click on the Add Item button to view a list of products. Place a checkmark beside one or more products to be added to your quote and click on the Select button.

8. Edit the Description, Quantity or Price for any item. (Click the Update button to retain your changes and recalculate the Price Extended.)

9. You may email the quote to the customer, or print it.

10. Click Save & Close.


Return to Sales Opportunities

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