Procedures

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Create and Process a Quote

This section describes how to create a Quote from an Opportunity and how to process the Quote

Create a Quote for an Opportunity

1. Open a Sales Opportunity
2. Click the Quotes tab, then click the Quotes grid Add icon.  The new Quote contains details carried over from the Opportunity.  From here you can add other necessary information.
   • Pay particular attention to the Sale Type field.  This selection will determine whether a Project, Service Contract or Service Call will be created
   • Note:  Quote Header tab contains the field GP / Hr – this field displays Gross Profit per hour and is calculated as [Total GP (Gross Profit) divided by Total Hours]
3. On the Line Items tab, add some Line Items or Quick Lists as needed (using the Find Product Sub Tab).  These are detailed in additional Quote Procedures.
4. Click the Save icon

For more information on building Quote Line Items, see Build Quote Sections and  Build Quote Line Items

Process a quote

1. Open a Quote you want to send for approval
2. Click the Process icon, then click the Confirm Quote button.  This changes the Status of the Quote from DATAENTRY to CONFIRMED
3. The Quote will be sent through the AUTHORIZED, SUBMITTED, and APPROVED process, as illustrated on this Q360 Quote Status Flow