Forcepoint CRM Quote Process

1. Create a new Opportunity. 

2. Insert the % then put the contact person’s name. If the company is loaded it should it be underlined. But if you are not sure about the contact person use the company name instead and choose a contact from the provided drop down list. 

Put a description on the opportunity. Always check that the territory is not on worldwide if It is change to the correct territory(It should never be on Worldwide), then save. 

3. To create a new quote, click on new. 

4. This will take you to the quote summary page. 

• Select the brand you are quoting. 
• Insert your description. 
• Select type(Tender, project, run rate) 
• Insert the End user. (If the end user is loaded the name should be underlined) 
• Select end user country and choose the correct country. 
• If you have a vendor quote insert the vendor quote number, Vendor quote End date, vendor quote expiry Date. 
• Depending on where the customer is based, insert the day’s ROE. 
• Forcepoint will only be quoted on SA CRM. 
• Click next to save. 

 

5. Select a New line item. 

6. Search for the SKU by inserting % then the SKU. 

• If the list price is loaded it will appear on the USD List Price, if not you will need to insert it on the USD custom list price. 
• Insert the quantity and margin. 
• When using margin exclude the system margin and save. 
• With discounts, the system has preloaded discounts for partners, if not exclude systems discounts and insert the discount you are passing. 
• If you quote a one-line-item quote, click save. 
• For more than one line item click save and new. 

7. Accept Quote and Identify. 

8. Once saved go to calculate quote totals. 

9. Once that is done. Depending on which quote you want to print(PDF, Excel) or perhaps if you would like to print a proforma invoice. 

Click on the preferred quote and send it to the customer. 

10. Once the quote is accepted and the opportunity has been progressed by the salesperson to order, 

• You will need to go back to the quote summary and insert the PO number then save and click on Sync to ERP300 and your order will be placed.