Understanding AMC Quotation

AMC stands for Annual Maintenance Contract. As the name suggests, it is a contract for which your company has to pay annually for all the after sale services that the service provider provides.

 

Settings

Navigate to Settings > Sales.

Under the Quotation Preferences tab, check the box for AMC Quotation.

Click on Update.

 

Creating AMC Quotation

Navigate to the Left Menu > CRM Sales > Quotation.

Click on the plus button and select the AMC dropdown option.

Fill in all the details in the AMC Quotation form that opens.

Select the products from the product list under the Add Product dropdown option..

Click on Save.

 

Viewing AMC Quotation

Navigate to the Left Menu > CRM Sales > Quotation.

Click on the AMC Quotation No. that you want to view under the Quotations tab.

On the right hand side of the Quotation Proposal page there are eight buttons that are used for the following:

Edit: This button is used to edit the form if any changes need to be made.

Copy : This button is used to copy the quotation to create a new quotation for other customers.

Accept : This button is clicked to indicate acceptance of the quotation.

Reject : This button is clicked to reject/ non acceptance of the quotation.

Send Mail : This button is used to directly mail the form to the customer.

Print : This prints the form for physical mailing/ storage purposes.

Back : This button takes you back to the quotation page.

Proforma : A proforma invoice is a preliminary bill of sale sent by a seller to a buyer in advance of a shipment or delivery of goods or services.