Veeam Training CRM Quote process

 

1. Create new Opportunity. 

IF There is not an existing opportunity, then create a new one see below 

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 not 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. Veeam –  
• Insert your description. – Veeam Training 
• Select type(Tender, project, run rate) 
• Insert the End user. (If 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. 
• If you need to do the quote in USD just put a “1” in the  ROE space 
• 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 to the customer. 

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

11. On Veeam Orders the sales person sends,  all the documents to Procurement to place the order on the Vendor. 

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

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 is placed. 

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