#4 Quotes

02

Quotes can be generated from the Calculations level. What' important, the quote can contain products/services from many different calculations. You can generate a document in a PDF format and send it to a customer if the quote status is approved. Quotes have various stages and these stages are essential for the entire sales process. A purchase order can only be generated if a customer has accepted a quote.

Fields description

General information 

  • Subject - a field that describes a quote. 
  • Stage - this field specifies a stage of a quote; after performing basic activities and proceeding to a closed stage, it allows to further undergo the sales process.
    • Waiting for preparation
    • Internal consultation required 
    • External consultation required 
    • Waiting for customer's reply
    • In preparation
    • Sent to Account
    • Declined - a rejection of a quote does not allow to proceed further in the sales process; depending on a situation, it is necessary to carry on next business steps, e.g. prepare a new quote on the basis of the existing one or prepare a new calculation. 
    • Accepted -after selecting this status, a record cannot be modified [can enter data in related modules].
    • Decisive factors - various factors for various stages.

System information

  • Number - unique and automatic quote number.
  • Created time - a system field that is automatically generated when a record is added. 
  • Modified time - a system field that is automatically updated each time a record is changed.
  • Closed time - a system field that is automatically filled in when a record receives a final stage status [declined or accepted].
  • Updated - a system field that is filled in automatically and indicates that a record owner read all changes performed on this specific record.

Relations to other modules

  • Opportunity - a filed related to the Opportunities module [relation type 1:M - uitype10].
  • Quote - a field related to the Quotes module [relation type - uitype10].
  • Requirements card - a field related to the Requirements Cards [ relation type 1:M - uitype10].

Sharing information

  • Users sharing - a list of users who can access this specific quote. Inheritance works regardless of company organisational structure.
  • Information inheritance - if this checkbox is ticked, users specified in the field above will not only have access to an enquiry, but also to related information, e.g. comments, documents, emails.

Address information

  • Primary address
  • Delivery address

Descriptive information

  • Description - a text field with wysiwyg.
  • Comments - a text field with wysiwyg.
  • Conditions and arrangements - a text field with wysiwyg.

Products and services

  • Product/Service name 
  • Quantity
  • Estimated sales price
  • Estimated purchase/production price 
  • Margin - a system field [percentile and of value]
  • MenHours - a required amount of time needed for products/services to be produced/performed
  • Total - the final price 
  • Comments field for a product/service 
  • Discount
  • Tax

Views

  • Summary
    • Fields widget
    • Stage field widget
    • Comments widget
    • Related emails widget
    • Related documents widget 
    • History widget 
    • Description - text field widget 
    • Comments - text field widget
  • Details

Related modules

  • Comments module
  • Documents module
  • History
  • Email messages
Additional tools
  • Generate a sales order 
  • czwartek, 10 sierpień 2017