CRM Hitachi Processes
STEP 1: – How to create a new Opportunity.
On the Dashboard front page click on the “Plus Sign” circled in Green – a list of Tasks will appear.
Select New Opportunity
STEP 2: Enter in all Details.
The following page will open, search for the customer from the drop-down arrow – with the correct Accpac account number.
Select the customer and Contact name.
Add in a Description for (example) a project name – Territory should remain as default – only to be changed if it appears as “worldwide”.
Select Save Button – the opportunity has been created, which can be identified with an OPP ID
STEP 3: BEGIN THE QUOTING PROCESS
Details are created, select Quote on the top to Create a Quote.
The following page will appear, select new.
The Following Fields should be completed.
The Arrow will indicate the Various Fields – Select Save
Click Next – Which will open the quoting page.
Select New line Item.
The following Page will open.
Search Sku with %
Tick off (Exclude System Margin)
Insert Buy price under USD CUSTOM LIST PRICE
ADD IN Quantity
Add in Margin.
Save or Save & New to create another line item.
Calculate quote Totals (to ensure that margin reflects)
Click on Accept and enter in a Tracking Note
Click on Identify and enter in a Tracking Note
Click on Save
STEP 4: PRINTING QUOTE PROCESS
-Click on Quote and View attachment
Select the “OPEN WITH” function as this will open the quote so checks can be administered!
The quote will now open and changes can be made if printed in Excel.
Email quote From CRM USING the Email Quote function or Email from Outlook.
Change Detail Where necessary
