MANUAL QUOTE PROCESS
NB: Not to be used unless the Brand works this way or there is a problem with the normal way of quoting
Process flow:
- Load the opportunity
- Go to quotes
- Create new quote and fill in the summary page detail
- Go to documents and upload the excel quote, Type will be Quote and Status Final
- Go back to the quote
- Go New Line and search for manual quote line item
- Fill in the detail as per below (Custom list price is cost)
- Save
- Calculate Quote Totals
- Accept
- Identify