1.) From the Pre-Sales Home, click the plus sign near the button for Visits.
2.) Enter the customer header information for the customer you are dealing with. The "Add New" link in the "Bill To" section allows for creation of a new customer account.
The Fabrication company is typically listed on the "Bill To" side and the referred Homeowner's info is entered in the "Ship To" section in the middle of this page.
Project Type:
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:
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 Visit is at.
- This allows a sales rep to update and specify a status of an a Visit, 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 + Visit button at bottom right, the system will save the information. It will allow you to search for the Products and Inventory
3.) On this page, you have the option to add Product names or specific Inventory items which this customer is interested in buying.
Reminder: Products are not the same as inventory in SPS. The product search will only attach the name of something you sell (i.e. "Absolute Black 3cm"), whereas the inventory search will allow you to attach specific items you have in stock (i.e. "Absolute Black 3cm, Slab 2132-12, 117"x56")
INVENTORY SELECTION TO VISIT
PRODUCT SELECTION TO VISIT
You have the option to add pricing into selected products or inventory on the left side of this screen. For products, you can manually enter a number in the quantity box to be multiplied by the unit price. For inventory, only the unit price is editable and will be multiplied by the current size of the specific item selected.
When you're finished adding items to the Visit, click "Save Visit" to be taken to the Visit Detail Page for printing/emailing.
CLICK HERE FOR ARTICLE ON PRINTING/EMAILING SELECTION SHEETS