CEN Advanced Optics CRM

CROWSTRIKE WORKFLOW 

1. Create a new Opportunity. 

2. Insert the % then put the contact person’s name. If the company is loaded it should be underlined. But if you are not sure about the contact person use the company name instead and choose a contact from the provided drop-down list. 

Put a description of the opportunity. Always check that the territory is not on Worldwide if It is changed to the correct territory(It should never be on Worldwide), then save. 

3. To create a new quote, click on quotes, then click on new. 

 

4. This will take you to the quote summary page. 

• Select the brand you are quoting. 
• Insert your description. 
• Select type(Tender, project, run rate) 
• Insert the End user. (If end user is loaded the name should be underlined) If you do not find the End user put TBC on the end user field. 
• Select end user country and choose the correct country. 
• If you have a vendor quote insert the vendor quote number, Vendor quote End date, vendor quote expiry Date. 
• Depending on where the customer is based, insert the day’s ROE. 
• Click next to save. 

 

5. Select a New line item. 

6. Search for the SKU by inserting 11 then the SKU. 

• If the list price is loaded it will appear on the USD List Price, if not you will need to insert it on the USD custom list price. 
• Insert the quantity, margin  
• Exclude the system margin and save. 
• If you quote a one-line item quote click save. 

For more than one-line items click save and new 

7. Once saved go to calculate quote totals. 

8. When you are happy with the calculation, the Cost looks okay and so does the GP, then you can accept and identify. 

Remember to put tracking notes when accepting and identifying. 

 

 

9. Depending on which quote you would like to print, select the desired quote or if you need a proforma. Select print proforma and send it to the customer. 

10. Once the quote is accepted and the opportunity has been progressed by the salesperson. 

Go back to the quote summary and insert the PO number, save, and click on sync quote on ERP300 to convert the opportunity and order(please double and triple check before you sync an order. Which automatically moves the information to Accpac, where you can double-check that all is in order, then post and continue with the ordering process.