Step 1: Create new Opportunity by clicking on New Opp
Step 2: Check if Company is loaded and has a contact loaded as well.
Add partner, then contact person and complete the description box with a short description of the opportunity. Click save and the opportunity will be created. Check Territory – Should not say WW
Step 3: Click on Quote.
Step 4: the below screen will pop up then click on new.
Step 4:
- Brand: as RedHat, Zimbra, Suse
- Description: a brief description of the product you are quoting on.
- End User: Search and choose correct end user (if not available use TBC (To Be Confirmed)
- End User Country: Select End User Country
- Type: Runrate, Project or Tender
- ROE: Put 1 if quoting outside the country and put current ROE+30c if its SA.
- Then click next.
Step 5:
- Once you have clicked on Next, the below page will appear.
- Click New line item.
- Create your line item/s, select New Line item
- Search for the Part required.
- Use the % key in front of the Part Number.
- The part will populate the price.
- Put in your Quantities.
- The price on system has discounts included already.
- If the SS requested additional discount include it on the discount on top tab.
- Put in New or Renewal under Contract tab
- If it is a renewal put in the contract number supplied by the vendor.
- Input Start and End date as per renewal terms.
- Click save to proceed with quote calculation or save & new if multiple line items are required, repeat Step 5 for multiple line items on quote.
Step 6:
- Once quote is correctly populated, select Calculate Quote Totals to calculate your margin and Total amount, as well as the GP and Margin %
- Double check that the above has totalled correctly.
Step 7:
- Check if the correct discounts pulled according to the Partner Classification.
- Click accept if all is good to go.
- Add tracking note and click save
- Once completed, it will take you back to the Quote page and the quote will go into the New Quote stage.
- Put into the Identified stage and add a tracking note.
- Once completed, it will take you back to the Quote page and the quote will go into the Identified stage.
- In order to generate the quote to client and/or to sales, click on the print quote button.
- Click on the Quote link to open quote.
- Check if everything has pulled correctly and the totals are correct.
- Then save to your appropriate folder and send to sales/client.