Samsung CRM Quote process
Step 1: Create a new Opportunity.
Step 2: Check if the partner is onboarded and has a contact loaded.
Add a partner, then contact the 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 is updated correctly (should not say worldwide)
Step 3: Click on the new quote.
Step 4:
- Brand: as DC Samsung
- Description: what you are quoting
- End User: Search and choose the correct end user (if not available or not disclosed, use TBC (To Be Confirmed)
- End User Country: Select the correct Country
- ROE: Always 1
- Type: Run rate, Project or Tender
- Excluding VAT: Only tick the box when a partner is not in the SA
- Click Next
Step 5:
- Once you have clicked on Next, the below page will appear
- Create your line item/s, select New Line item
- Search for the SKU required. Samsung’s prefix is 58 so always start your SKU with the prefix. You may use the % key in front of the prefix to broaden your search options.
- The list price/our cost should automatically be populated within the USD List Price field
- Select desired Quantity
- There are two scenarios for pricing. System Margin and Custom margin
- System Margin – will default to 10% margin
- Custom Margin – input your desired margin in the Margin % (Custom field) , used if client requires slightly better pricing **note, please tick exclude system margin if this option is required**
- Click save to proceed with quote calculation or save & new if multiple line items are required, repeat Step 5 for multiple line items on quote
Step 6:
- Once the quote is correctly populated, select Calculate Quote Totals to calculate your margin and Total amount, as well as the GP and Margin %
- Double-check that the above has been totalled correctly.
- Click Accept if in good order
- Add tracking note and click save
- Once completed, it will take you back to the Quote page and the quote will go into the New Quote stage.
- Put into the Identified stage and add a tracking note
- Once completed, it will take you back to the Quote page and the quote will go into the Identified stage.
- In order to generate the quote to the client and/or to sales, click on the print quote button
- Click on the Paperclip or on the file itself to view the attachment.
- Save to your appropriate folder and send to sales/client.