Veritas CRM Quote process

 

Step 1:  Create new Opportunity 

 

Step 2:  Check if the partner is onboarded and has a contact loaded.  

Add partner then contact person and Complete the description box with a short description of the opportunity.  Territory stays on Default.  Once save has been clicked an opportunity has been created. Ensure the territory updated correctly (should not say worldwide) 

Step 4: Click on the new quote.   

Step 5: 

• Brand: as DC Veritas 
• Description: what you are quoting  
• End User:  Search and choose correct end user (if not available leave blank, and ask Code Create to create EU)  
• Details: Details of the email or Part description and quantity 
• ROE: Is Exchange rate plus (0.30c) 

Click Next 

Step 6: 

• Click New Line Item  
• Search for the SKU  
• Always remove (-) Before clicking Search 
• Tick Exclude system discount 
• Put quantity  
• The List Price will come up on the USD List Price tab – remove this. Use the price on the price list, or on the Veritas quote received.  
• If there is additional discounts or Quoting off the Veritas quote you will take the Discounted Veritas quote price add margin and put the amount on USD custom list price  
• Click Save 

 

Step 7: 

• Click on Calculate quote totals 
• Once calculated double check that it calculated correctly 
• Click Manual quote 

Step 8: 

Put the cost in Rand and the GP will automatically generate the correct margin 

Then click Save if the GP % is correct 

Step 9: 

• Click on Identified 
• It is important to put on Identified or the salesperson will not see the opportunity. 

Step 10: 

Print quote 

• Can be printed in PDF (Print quote) Or Excel (Print Quote Excel) 
• Save the file in the folder and send to partner/salesperson