Sales Quotes
This page contains information on how to create sales quotes for machines created via a calculation worksheet. This chapter is divided into the following sections:
Creating Sales Quotes from Configure Price Quotes
This section describes how to create a sales quote from a configure price quote. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the page Configure Price Quotes.
- Open the configure price quote for which you want to create a sales quote.
- To create a sales quote for a machine, click on Sales > Send to Quote in the menu bar.
- Confirm the dialog window with Yes to open the sales quote.
Note
If there already is a sales quote for this configure price quote, a dialog window is displayed where you can choose from the following options:
Open Quote – Opens the existing quote for this version of the configure price quote.
Update Quote – Updates the sales lines from this version of the configure price quote with the existing sales quote.
Delete Quote – Deletes the existing sales quote for this version of the configure price quote.
Select Update Quote.
You have successfully created a sales quote from a configure price quote. Once the customer has accepted the sales quote, you can create a Verkaufsauftrag for this sales quote.
Adding Service Items to Sales Quotes
You can manually add service items to a sales quote. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Sales Quotes page.
- Open the sales quote to which you want to add a service item.
- Navigate to the Lines FastTab.
- Click on Line > Functions > Add Service Item in the menu bar of the FastTab.
- Complete the information according to the following table:
| Field | Description |
|---|---|
| In Stock as | You can filter by service items as fixed assets or current assets in this field. |
| Manufacturer | Select the desired manufacturer from the dropdown list to filter by manufacturer. |
| Category | Select the desired service item category from the dropdown list to filter by category. |
| Subcategory | Select the desired service item subcategory from the dropdown list to filter by subcategory. |
| Model | Select the desired service item model from the dropdown list to filter by model. |
| Service Item No. | Click on the selection field and select the service item from the dropdown list. |
Tip
If you enter the desired service item number directly, the Manufacturer, Category, Subcategory, and Model fields are filled in automatically.
- Confirm your entries with OK.
- If configurations are stored on the service item, confirm a dialog window with Yes to add the configurations to the sales quote.
You have successfully added a service item to a sales quote manually.