How do I create a unit quotation from a prospect?
From Catalyst
Summary
This article explains how to create a unit quotation for a Sales Prospect. This can be converted to a confirmed order at a later date.
More Information
 | Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment. |
Go to " Sales Prospecting Add or Edit Prospects".
- Find the prospect or create a new record.
- Click on the [Unit Interests] tab.
- Complete the details for the type of unit in which they are interested following this article.
- Press <F9> to create a unit quotation.
- If the prospect already has a customer account code, this code will be displayed along with their name and address.
- If the prospect does not yet have an account code, their Prospect number will be entered in the "Customer" field.
- Complete the relevant details for the quote following the steps explained in this article - Selling a unit.
The quote will be saved against their prospect record.
Amending a Quote
Repeat the steps above. When pressing <F9> the system will load the existing quote for the unit.
Alternatively you may access quotes via " Unit Sales Add or Edit Sales Documents".
- Click [Advanced] and select 'Quotation' from the "Doc Type" drop down menu.
- Click [Search] to list all quotations.
- Click [Edit] to amend the quote or [Convert] to convert it to a Sales order.
- Follow the steps to process the quote/order as per this article.
See also
