Create a Quote
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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
- 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:
