Quotes are created to provide customers with approximate pricing for a proposed job or order. You can create lists of products and services with the customer's desired quantity multiplied by your company's unit price to add into a total. Quotes do not affect inventory, and there is no need to have a product in-stock to list it on a quote.
1.) From the Pre-Sales Home, click the plus sign near the "Quotes" box to start creating a new quote.
Note: in some systems, the word "Quotes" is replaced with "Estimates" or "Proposals."
Note: in some systems, the word "Quotes" is replaced with "Estimates" or "Proposals."
The Create New page for an Opportunity + Quote should appear. An opportunity is simultaneously created to allow adding multiple quotes under one customer sales Opportunity.
First, click the magnifying glass under "Billing Customer" to search and select the customer you are quoting, or click "Add New" to create a new customer account. All information from the existing customer's account will auto-populate the fields on the Bill To side of the page. Fill in all other applicable information in the blank fields.
First, click the magnifying glass under "Billing Customer" to search and select the customer you are quoting, or click "Add New" to create a new customer account. All information from the existing customer's account will auto-populate the fields on the Bill To side of the page. Fill in all other applicable information in the blank fields.
Expiry Date:
- In the system, we can set the default expiry days, so that based on the configuration of the days, the system will calculate and set the date of expiration. This can be changed manually if necessary.
- It refers to the Customer PO number.
- Its equivalent to Cost Center in P21.
The Project Type field in Stone Profits is what we know in P21 as SMG - Sales Market Group. This field will fill in based on the default in the customer’s account, and can be edited if needed. The categories for you to choose from are:
- Dealer (to be used for an authorized WZ CMP dealer)
- Commercial (any commercial sale not dealer)
- Residential (any residential sale not dealer)
- E-Commerce –(only to be used for website sales)
- Intercompany- (Mosaics companies; currently Opustone and Surfaces Southeast)
- It will help you to know what stage the Quote is at.
- This allows a sales rep to update and specify a status of an a Quote, which determines
the success probability of closing the sale.
A. Billing Customer:
B. Price Level:
C. Sales Rep:
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A. Ship To:
B. End Customer / Job Name:
C. How did you hear about us:
D. Associates:
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By clicking Add Opportunity + Quote button at bottom right, the system will save the information and create the Quote + Opportunity.
Add Item
Subheading: These can be used to divide a quote into multiple sections. These different sections of the quote will be sub-totaled for the customer and can also be scheduled on your calendars separately. You might add a subheading under the name of "Kitchen," or "Room 1," etc.
A. Add Item: Click on "Add Item" Button, a pop up window will appear.
B. Name/SKU: Search for item with name or SKU.
C. Select Item: Select the required Item and enter the quantity .
D. Add Item: Click on Add Item Button to add the selected items to the Quote
ADD SERVICE
Service: Anything charged to a customer that does not relate to the actual consumption of your inventory should be listed as a Service. This could include additional charges or discounts of any sort.
QUOTE DETAIL PAGE