The sales process usually begins with an opportunity or a quote. Here you can provide your customer with a quotation of costs for them to decide upon before potentially proceeding with a job.
Quotes can be setup to show different options for the customer. For example, they might like to see how much different quantities of a job will cost them. If the quote is accepted, the quote can then be easily copied to a new job and the work begun. If needed, changes can be made to the new job before work is begun.
A quote can be created as new, or a previous job or quote can be copied to a new quote.
Quote- Ordered By - the person who placed the order.
- ABN - the customer's Australian Business Number.
- Parent - the transaction which this quote was copied from.
Order- Reason - the reason the quote was lost.
- Quote Name - a brief name, title or description for the work.
- Category - select the category from the drop-down list which is the closest fit for the contact. This is used for reporting purposes.
- Discount (%) - a discount for the quote. It applies to the whole quote.
- Tax - the default tax rate. It can be overriden for each component.
- Currency - applies to the whole quote.
Timeline- Entered - the date the quote was entered.
- Quoted - the date the customer was quoted.
- Follow-up - the date the quote should be followed up with the customer.
- Converted - the most recent date the quote was converted to a job.
Customer Contact Details- Phone - the customer's phone number.
- Mobile - the contact's mobile number.
- Fax - the customer's fax number.
- E-mail - the contact's e-mail address.
Staff- Entered By - the person who entered the quote.
- Sales Rep - the customer's primary contact, responsible for the quote.
- CSR(s) - people working on the quote with the Sales Rep (maximum of 3).