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

Start New Quote

• 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.
  • 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 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 (pick-up Thursday or Friday, return Monday).
  • 3 Day Week on Commercial projects
  • Custom duration for longer projects
• Set the dates under Scheduling section
  • 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
  • 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 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.
• 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.
• 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:

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Updated: 11-01-2021