Create a Quote

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 (or Create New Order if doing an order directly)

Enter Opportunity Details

Video Overview of Starting a new Quote

Start 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: