Understanding ASP Quotation

An Authorized Service Provider is an entity/ part of a business that provides the service of installing, maintaining, and repairing any product that is still under the warranty of another company without violating the warranty.

 

Settings

Navigate to Settings > Sales.

Under the Quotation Preferences tab, check the box ASP Quotation.

Click on Update.

 

Creating ASP Quotation

Navigate to the Left Menu > CRM Sales > Quotation.

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

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

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

Click on Save.

 

Viewing ASP Quotation

Navigate to the Left Menu > CRM Sales > Quotation.

Click on the ASP 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 the page to the profile of the customer.

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. 

Note: City grade is the basis on which a city is graded according to the terms of the Customer company.

A service-level agreement (SLA) is a contract between an Authorized Service Provider (ASP) and its customers that documents what services will be provided and defines the service standards the provider is obligated to meet.