1. RSA – CRM Quote Process

Step 1:  Create new Opportunity.

Step 2:  Check if 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 3: Click on new quote.

Step 4:

• Brand: as DC RSA / RSA Renewals
• Description: what you are quoting
• End User: Search and choose correct end user (if not available use TBC (To Be Confirmed)
• ROE: 1
• End User Country: Select correct country.
• Type: If not a known tender choose Project
• Excluding Vat: Only tick the box when partner is not in SA.
• Click save.

Step 5:

• Click on New Line Item

Step 6

• Once Selected the below Page will appear at the bottom.

You need to Search for the SKU you will be selecting.

As RSA is currently not sure what is happening with their system, we Just Manual Quote SKU as per Below and quote Normally of RSA quote Template.

 

Once you have selected the description will show in Product

Use Custom Margin

1. Zero out List Price
2. Put in our cost in USD Custom List Price
3. Type in the Margin that you need to use.
4. Quantity is (1)
5. Click in the Tick Box to Exclude System Margin
6. Once the Quantity is filled in under ROE Converted Quoted Price Sum the Total will be worked out to the quantity that was Typed
7. Click Save

 

Step 7:

• Click on calculate quote totals.
• Once calculated double check that it calculated correctly.

Step 8:

Click on documents on top to add the Quote that you did on the RSA template.

 

Step 9:

Load File by Clicking Add File

Once done make sure of the below.

• Under type choose Quote
• Click Save

Step 10:

• Once checked click on accept.

• Put in tracking notes, click save.

Step 11:

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

Put in tacking notes, click save.