HOW TO QUOTE DELL EMC/CSG ON ACCPAC
STEP 1: Login into Sage with your provided login details
STEP 2: Click on Order Entry
Fill out the following details on the highlighted part:
- Customer account number if provided.
- OR search by customer name.
STEP 3: Use the provided SPECS by the customer to find the SKU on the Pricelist / if the SKU is provided you can search for pricing by using the SKU.
SPECS: XPS 13 9320/Core i7-1260P/16GB/512GB SSD/13.4″ FHD AntiGlare/Intel Iris Xe/Cam & Mic/WLAN + BT/Kb/3 Cell/W11Pro/.
SKU: 74-TRIBUTOADLP2482
STEP 4: Go back to ACCPAC and paste your SKU from the price list TAB so the description can POP out.
NB: Always make sure your location is TEC unless stated otherwise.
CLICK ON OPTIONAL FIELDS, UNDER VALUE ALWAYS PUT 0(ZERO) THEN END USER N/A ( NONE APPLICABLE).
STEP 5: Click on order type, and change from active to quote.
STEP 6: Click on post, so you can print out your Quote to save into a PDF
- The below screen will pop up, copy the Quote number.
- Click on the export icon on the top left corner
- Make sure you have the correct Links for Quote/ Proforma
- Pro-forma Inv: \\ACCPACERP\SAGE\AFW\CUSTOM REPORTS\OE68A\ENG\OECONF01_FD_PROFORMA.RPT
- Quotation: \\ACCPACERP\SAGE\AFW\CUSTOM REPORTS\OE68A\ENG\OEQUOT01_FD.RPT
- The below screen will pop up , click OK
- The next window -click OK
- The file folder will pop up.
- Paste the Quote number and click save
- This will now be saved to your PC so you can send to the customer
This File path to save Accpac quotes will be created by our IT Department.