Create a Quote - Revision history

Benoit at 13:21, 2 November 2021

2021-11-02T13:21:01Z

← Older revision		Revision as of 06:21, 2 November 2021
Line 13:		Line 13:
	* Enter an Opportunity name: Typically <Main Item> - <Contact Name>		* Enter an Opportunity name: Typically <Main Item> - <Contact Name>
	* Organization should be '''The person contacting us'''. Once we have project details, this field might change.		* Organization should be '''The person contacting us'''. Once we have project details, this field might change.
			** You can quickly add an organization using the + icon in the Organization Field. Please make sure they don't exist already.
	* The start date should be the day client will pick-up		* The start date should be the day client will pick-up
	* The end date should be the day the client returns the equipment.		* The end date should be the day the client returns the equipment.

Benoit at 13:19, 2 November 2021

2021-11-02T13:19:15Z

← Older revision		Revision as of 06:19, 2 November 2021
Line 33:		Line 33:
	Here is a sample Add Quotation Screen:		Here is a sample Add Quotation Screen:
	[[File:Add-Opportunity.png\|frame\|center]]		[[File:Add-Opportunity.png\|frame\|center]]

			----
			Updated: 11-01-2021

Benoit at 11:06, 1 October 2021

2021-10-01T11:06:06Z

← Older revision		Revision as of 04:06, 1 October 2021
Line 28:		Line 28:
	* If the venue is likely to be a place we might go again, we need to add it as per [[Capturing Venue Information]] if it's not there already.		* If the venue is likely to be a place we might go again, we need to add it as per [[Capturing Venue Information]] if it's not there already.
	* Once the details are entered, select Create Quotation.		* Once the details are entered, select Create Quotation.
	* Proceed to the Opportunity Order Detail Form to enter the details of the order.		* Proceed to the Opportunity Order Detail Form to enter the details of the order (see [[Add Items to Opportunity]])


	Here is a sample Add Quotation Screen:		Here is a sample Add Quotation Screen:
	[[File:Add-Opportunity.png\|frame\|center]]		[[File:Add-Opportunity.png\|frame\|center]]

Benoit at 11:04, 1 October 2021

2021-10-01T11:04:37Z

Benoit at 11:50, 20 July 2021

2021-07-20T11:50:36Z

← Older revision		Revision as of 04:50, 20 July 2021
Line 9:		Line 9:

	=== Enter Opportunity Details ===		=== Enter Opportunity Details ===
	~~[https://youtu.be/sNeHScRdNy0 Video Overview of Starting a new Quote]~~
	{{#ev:youtube\|https://www.youtube.com/watch?v=sNeHScRdNy0\|600\|right\|Start New Quote\|frame}}		{{#ev:youtube\|https://www.youtube.com/watch?v=sNeHScRdNy0\|600\|right\|Start New Quote\|frame}}

Benoit at 11:48, 20 July 2021

2021-07-20T11:48:00Z

Benoit: /* Create Quotation */

2020-03-30T20:59:20Z

Create Quotation

← Older revision		Revision as of 13:59, 30 March 2020
Line 6:		Line 6:
	== Create Quotation ==		== Create Quotation ==
	* Navigate to Opportunities Screen		* Navigate to Opportunities Screen
	* Create New Quotation		* Create New Quotation (or Create New Order if doing an order directly)

	=== Enter Opportunity Details ===		=== Enter Opportunity Details ===

Benoit: Created page with "Category:CurrentRMSCategory:How To A potential order starts with a Quote. This covers creating the quote (or order) itself. Populating the gear details is on a sep..."

2020-03-30T20:58:18Z

Created page with "Category:CurrentRMS Category:How To A potential order starts with a Quote. This covers creating the quote (or order) itself. Populating the gear details is on a sep..."

New page

[[Category:CurrentRMS]][[Category:How To]]

A potential order starts with a Quote. This covers creating the quote (or order) itself.
Populating the gear details is on a separate page

== Create Quotation ==
* Navigate to Opportunities Screen
* Create New Quotation

=== Enter Opportunity Details ===
[https://youtu.be/sNeHScRdNy0 Video Overview of Starting a new Quote]

* Enter an Opportunity name: Typically <Main Item> - <Contact Name>
* Organization should be '''TEMP CUSTOMER at this stage'''. If it becomes an actual order, we will update this field with the real organization.
* The start date should be the day client will pick-up
* The end date should be the day the client returns the equipment.
* Adjust the Days field to what will be quoted:
* 1 Day Week-End on Student Productions
* 3 Day Week on Commercial projects
* Custom duration for longer projects
* Set the dates under Scheduling section
* Delivery: Client pick-up date in the 1st column only
* In-Use: 1st day of use to last day of use
* Pickup: Date equipment is to return in the 2nd column only.
* If the client is coming to get the equipment, select Customer Collecting & Returning
* If we are delivering the equipment, in the venue section, select the appropriate venue where the delivery will happen.
* Note that if we deliver, the TIME in the delivery & pickup fields is important and should be set according to the estimated delivery time.
* If the venue does not exist, we need to add it as per [[Capturing Venue Information]].
* Once the details are entered, select Create Quotation.
* Proceed to the Opportunity Order Detail Form to enter the details of the order.

Here is a sample Add Quotation Screen:
[[File:Add-Opportunity.png|frame|center]]

← Older revision		Revision as of 04:04, 1 October 2021
Line 12:		Line 12:

	* Enter an Opportunity name: Typically <Main Item> - <Contact Name>		* Enter an Opportunity name: Typically <Main Item> - <Contact Name>
	* Organization should be '''~~TEMP CUSTOMER at this stage~~'''. ~~If it becomes an actual order~~, ~~we will update~~ this field ~~with the real organization~~.		* Organization should be '''The person contacting us'''. Once we have project details, this field might change.
	* The start date should be the day client will pick-up		* The start date should be the day client will pick-up
	* The end date should be the day the client returns the equipment.		* The end date should be the day the client returns the equipment.
	* Adjust the Days field to what will be quoted:		* Adjust the Days field to what will be quoted:
	** 1 Day Week-End on Student Productions		** 1 Day Week-End on Student Productions (pick-up Thursday or Friday, return Monday).
	** 3 Day Week on Commercial projects		** 3 Day Week on Commercial projects
	** Custom duration for longer projects		** Custom duration for longer projects
	* Set the dates under Scheduling section		* Set the dates under Scheduling section
	** Delivery: Client pick-up date in the 1st column ~~only~~		** Delivery: Client pick-up date and time in the 1st column, pick-up time + 30 minutes in 2nd column.
	** In-Use: 1st day of use to last day of use		** In-Use: 1st day of use to last day of use
	** Pickup: Date equipment is to return in the 2nd column only.		** Pickup: Date equipment is to return in the 2nd column only.
	* If the client is coming to get the equipment, select Customer Collecting & Returning		* If the client is coming to get the equipment, select Customer Collecting & Returning
	* If we are delivering the equipment, in the venue section, select the appropriate venue where the delivery will happen.		* If we are delivering the equipment, in the venue section, select the appropriate venue where the delivery will happen or fill in address.
	** Note that if we deliver, the TIME in the delivery & pickup fields is important and should be set according to the estimated delivery time.		** Note that if we deliver, the TIME in the delivery & pickup fields is important and should be set according to the estimated delivery time.
	* If the venue ~~does not exist~~, we need to add it as per [[Capturing Venue Information]].		* If the venue is likely to be a place we might go again, we need to add it as per [[Capturing Venue Information]] if it's not there already.
	* Once the details are entered, select Create Quotation.		* Once the details are entered, select Create Quotation.
	* Proceed to the Opportunity Order Detail Form to enter the details of the order.		* Proceed to the Opportunity Order Detail Form to enter the details of the order.

← Older revision		Revision as of 04:48, 20 July 2021
Line 10:		Line 10:
	=== Enter Opportunity Details ===		=== Enter Opportunity Details ===
	[https://youtu.be/sNeHScRdNy0 Video Overview of Starting a new Quote]		[https://youtu.be/sNeHScRdNy0 Video Overview of Starting a new Quote]
			{{#ev:youtube\|https://www.youtube.com/watch?v=sNeHScRdNy0\|600\|right\|Start New Quote\|frame}}

	* Enter an Opportunity name: Typically <Main Item> - <Contact Name>		* Enter an Opportunity name: Typically <Main Item> - <Contact Name>
Line 16:		Line 17:
	* The end date should be the day the client returns the equipment.		* The end date should be the day the client returns the equipment.
	* Adjust the Days field to what will be quoted:		* Adjust the Days field to what will be quoted:
	* 1 Day Week-End on Student Productions		** 1 Day Week-End on Student Productions
	* 3 Day Week on Commercial projects		** 3 Day Week on Commercial projects
	* Custom duration for longer projects		** Custom duration for longer projects
	* Set the dates under Scheduling section		* Set the dates under Scheduling section
	* Delivery: Client pick-up date in the 1st column only		** Delivery: Client pick-up date in the 1st column only
	* In-Use: 1st day of use to last day of use		** In-Use: 1st day of use to last day of use
	* Pickup: Date equipment is to return in the 2nd column only.		** Pickup: Date equipment is to return in the 2nd column only.
	* If the client is coming to get the equipment, select Customer Collecting & Returning		* If the client is coming to get the equipment, select Customer Collecting & Returning
	* If we are delivering the equipment, in the venue section, select the appropriate venue where the delivery will happen.		* If we are delivering the equipment, in the venue section, select the appropriate venue where the delivery will happen.
	* Note that if we deliver, the TIME in the delivery & pickup fields is important and should be set according to the estimated delivery time.		** Note that if we deliver, the TIME in the delivery & pickup fields is important and should be set according to the estimated delivery time.
	* If the venue does not exist, we need to add it as per [[Capturing Venue Information]].		* If the venue does not exist, we need to add it as per [[Capturing Venue Information]].
	* Once the details are entered, select Create Quotation.		* Once the details are entered, select Create Quotation.