Difference between revisions of "Waste Management Solution - Quotations"
From All n One's bxp software Wixi
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====Expanding the Quotation==== | ====Expanding the Quotation==== | ||
| − | Once the new quote has been opened it will automatically be redirected to the edit Quotation menu so you can populate it with further details. The edit menu is divided up in to three | + | Once the new quote has been opened it will automatically be redirected to the edit Quotation menu so you can populate it with further details. The edit menu is divided up in to three tabs: |
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| + | Quotation Details - Primary info and details | ||
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| + | Products/Services - Items included in the Quote | ||
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| + | External Viewer Details - Info displayed to client. | ||
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| + | The Quotation Details tab is where the client details and contract information is stored. Here you can change the status of the Quote and the duration of the proposed contract. The client information is static and pulled directly from the Client record and the total recurring and once-off prices are calculated automatically based on the contents of the Products/Services tab. | ||
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| + | Under External Viewer Details you can view the external record ID and external access pin for the Quote. These fields are automatically generated by the system when the Quote is started and cannot be changed. They can be used to share the details of a Quote with a client or other party that does not have direct access to the system. You can also change the body of the email that will be sent to the client and the record notes under this tab. | ||
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| + | ====Adding Items to the Quotation==== | ||
Revision as of 18:18, 15 March 2023
Contents
1 Overview
Quotations are the second stage in the WMS CRM Pipeline. Quotations can be added to any active Prospect or Customer record and can be viewed or amended at any time. This article will cover how to add and edit Quotations and the various options for reviewing Quotations.
2 Quotations Tab
Quotations cannot be added as standalone records but must instead be associated with a specific Prospect or Customer. The Quotations tab displays all of the existing Quotation stats for a Prospect or Customer, and allows for adding new Quotes and reviewing a records full Quotation history. To access it, first open the Prospect or Customer, then click on the the Quotations tab.
The tab also details the number of active and overall total Quotations associated with this Prospect or Customer.
3 Adding a Quote
3.1 Starting a new Quote
To start a new Quotation, click on the Create New Quotation button under the Quotations tab for the Prospect or Customer you want to file the quote under. You will then be forwarded to the new Quotation menu.
Most of the fields will fill in automatically from the Prospect/Customer's record. Only the contract Length needs to be specified at this stage. Click on Start Quotation to save your changes and open the new Quotation.
3.2 Expanding the Quotation
Once the new quote has been opened it will automatically be redirected to the edit Quotation menu so you can populate it with further details. The edit menu is divided up in to three tabs:
Quotation Details - Primary info and details
Products/Services - Items included in the Quote
External Viewer Details - Info displayed to client.
The Quotation Details tab is where the client details and contract information is stored. Here you can change the status of the Quote and the duration of the proposed contract. The client information is static and pulled directly from the Client record and the total recurring and once-off prices are calculated automatically based on the contents of the Products/Services tab.
Under External Viewer Details you can view the external record ID and external access pin for the Quote. These fields are automatically generated by the system when the Quote is started and cannot be changed. They can be used to share the details of a Quote with a client or other party that does not have direct access to the system. You can also change the body of the email that will be sent to the client and the record notes under this tab.
