Add Items to Opportunity - Revision history

Benoit at 11:10, 1 October 2021

2021-10-01T11:10:52Z

← Older revision		Revision as of 04:10, 1 October 2021
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	= Adding Items to Opportunity =		= Adding Items to Opportunity =

	~~[https://youtu.be/IOXBI7GIux8 Video on Using the Picker]~~

	~~[https://youtu.be/jSbxDCBLAYE Video on Using Add Item Link]~~

	The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.		The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.
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	[[File:Add item.png\|thumb\|center]]		[[File:Add item.png\|thumb\|center]]

			{{#ev:youtube\|https://www.youtube.com/watch?v=IOXBI7GIux8 \|600\|right\|Using the Picker\|frame}}
			{{#ev:youtube\|https://www.youtube.com/watch?v=jSbxDCBLAYE \|600\|right\|Using Add Item\|frame}}

	The picker is useful when different items with common text need to be added. For example, multiple 12x12 rags. You can type 12x12 and all the 12x12 will show up and you can add the specific quantities.		The picker is useful when different items with common text need to be added. For example, multiple 12x12 rags. You can type 12x12 and all the 12x12 will show up and you can add the specific quantities.
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	When adding kits, you need to pay particular attention to the optional items that might or might not go out on a particular job. As an example, the EU7000 & EU6500 generators both have optional items like the 30A to Edisson Dual & Single Box and the 220V bates connector. Typically, one of those is sent out with a kit, but not all of the accessories.		When adding kits, you need to pay particular attention to the optional items that might or might not go out on a particular job. As an example, the EU7000 & EU6500 generators both have optional items like the 30A to Edisson Dual & Single Box and the 220V bates connector. Typically, one of those is sent out with a kit, but not all of the accessories.

	Once all the items have been populated, you can send the quote.		Once all the items have been populated, you can send the quote (see [[Email a Quote]])

Benoit at 14:15, 11 August 2020

2020-08-11T14:15:02Z

← Older revision		Revision as of 07:15, 11 August 2020
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	[[Category: Rental Operations]][[Category: CurrentRMS]]		[[Category: Rental Operations]][[Category: CurrentRMS]][[Category:How To]]

	This is where you spend the bulk of your time finessing the order.		This is where you spend the bulk of your time finessing the order.

Benoit: Created page with "Category: Rental OperationsCategory: CurrentRMS This is where you spend the bulk of your time finessing the order. = Adding Items to Opportunity = [https://youtu.be..."

2020-03-30T21:07:47Z

Created page with "Category: Rental Operations Category: CurrentRMS This is where you spend the bulk of your time finessing the order. = Adding Items to Opportunity = [https://youtu.be..."

New page

[[Category: Rental Operations]][[Category: CurrentRMS]]

This is where you spend the bulk of your time finessing the order.

= Adding Items to Opportunity =

[https://youtu.be/IOXBI7GIux8 Video on Using the Picker]

[https://youtu.be/jSbxDCBLAYE Video on Using Add Item Link]

The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.

[[File:Opportunity screen.png|frame|center]]

There are two main ways to add items for a quotation: Using the Picker or the add a new opportunity item.

[[File:Picker.png|thumb|center]]
[[File:Add item.png|thumb|center]]

The picker is useful when different items with common text need to be added. For example, multiple 12x12 rags. You can type 12x12 and all the 12x12 will show up and you can add the specific quantities.

The add a new item is useful if you know the name of the item you are adding or if you need to add a text item (like a delivery charge).

The method you use is simply a matter of preference.

When adding kits, you need to pay particular attention to the optional items that might or might not go out on a particular job. As an example, the EU7000 & EU6500 generators both have optional items like the 30A to Edisson Dual & Single Box and the 220V bates connector. Typically, one of those is sent out with a kit, but not all of the accessories.

Once all the items have been populated, you can send the quote.