How to create a new quote in the the COMODO-CRM (Customer Relationship Management).

Release Time
06/12/2018
Views
32 times
Category
Comodo ONE Portal
Tags

Introduction:

A 'Quote' contains the details of offered services, products and prices sent by a seller to a prospective buyer(customer). This feature is used to improvise the marketing and sales of the products and services.

Step 1: In the COMODO-ONE portal, click "New Opportunity". It will direct you to the COMODO-CRM (Customer Relationship Management).

Note: If you are using this new feature for the very first time, it will direct you to the store to enable COMODO-CRM (Customer Relationship Management).

Step 2: Click 'All' → 'Quote' to open the 'Quote List' interface.

Step 3: Select 'Add Quote', the 'Creating New Quote' screen will appear.

Step 4: In 'Creating New Quote' screen, provide the following details to create a new quote: i) Quote Details, ii) Address Details, iii) Description details and item details.

i) Quote Details:

Subject

Specify a name of the quote. This field is mandatory.

Opportunity Name

Select the opportunity related to the quote.

  • Click the search icon to select from a list of existing organizations
  • Create a new opportunity by clicking the '+' icon

Quote Stage

Select the current status of the quote.

Valid Unit

The date that the quote is valid until.

Contact Name

Specify the contact for whom the quote was created (optional).

  • Click the search icon to select from a list of existing contacts
  • Create a new contact by clicking the '+' icon

Carrier

Select the name of the shipping company.

Shipping

Optional. Add general notes about shipping that are not covered elsewhere. For example, 'Same Day shipment required'.

Inventory Manager

The person responsible for shipping the order to the account or contact.

  • Click the search icon to select from a list of existing contacts
  • Create a new inventory manager by clicking the '+' icon

Organization Name

The customer company that the quote is for (mandatory field).

  • Click the search icon to select from a list of existing organizations
  • Create a new organization by clicking the '+' icon

Assigned To

Select the staff member responsible for the quote. This can often be the same member of staff responsible for the lead, opportunity or organization related to the quote. This field is mandatory.

ii) Address Details:

Copy Billing Address from

Choose whether to copy the billing address from the organization, contact or shipping address.

Copy Shipping Address

Choose whether to copy the shipping address from the organization, contact or billing address.

Billing Address

Billing address of the target organization.

Shipping Address

Shipping address of the target organization.

iii) Description Details and Item Details:

Description

Enter a description of the quote for the target organization. This will be visible in the final quote.

Currency

Choose the currency specified in the quote. The currency is specified in the 'Grand Total' row of a quote pdf.
Note: CRM currencies are defined in the settings interface. Click the cog icon at top right to open the settings interface.

 Tax Mode

 Select whether the Tax mode of quote is of a group or individual mode.

  • Group: Applies the tax rate defined in CRM settings to all products. The 'Tax' link will be displayed allowing you to edit the individual tax rate defined for the product.  
  • Individual: Applies individual tax rates for each product. Product tax rates can be defined in each product's details page.

 Tools

 You can perform two actions using tools .

  •  - Delete the item
  •  - Re-position the item to organize the items in a specific order.

 Quantity

 Number of items in stock.

 List Price

There are three ways to populate the list price:

i) Simply choose an item in the 'Item Name Field'. The list price will be auto-populated if a price has been defined in the product's details page.

ii) Enter the price manually.

iii) Select a price book which specifies a price for the product.

iv) Discount - Click the 'Discount' link to offer discounts on the price list

  • Select 'Zero Discount' for no discount
  • Select '%Price' and enter a percentage discount
  • Select 'Direct Price Reduction' option and enter a discount in amount
 Total  Price after discounts are applied.
 

Add Product

 

Adds a new product item row to the quote.

Note: You can add product in two ways:

  • Enter the first three letters of the product name and select the product from the drop down menu
  • Click the product  icon and select an items from the product list.

 Add Service

 Adds a new service item row to the table.


Finally, click the "Save" button to create a new quote in COMODO-CRM  (Customer Relationship Management).

Thus the new quote record is created successfully.