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Working with Quotes
Working with existing opportunities and quotes.
Quotes, Orders and Invoice.
Under the second TAB control called “Quotes”, you can view all related quotes of this opportunity. You will notice that you have all the functionality of printing, editing or accepting any of the related quotes. Once you accept a quote it will be placed on and moved to the order status. The system will notify the person responsible, by e-mail, for processing and ordering the appropriate stock. The order can then be converted into an invoice at the appropriate time.
Accepting Quotations
Once you have gone through the process of creating a quote, convinced the customer and closed the deal we need to accept it on the system. Deals can only become part of your sales figures once the accepted box is clicked.
When the bank sends an approval or the customer signed the order, you can click the ACCEPT box and then click on the place order icon in the GRID. This will then send an install sheet to the appropriate person assigned in your system settings.
