Unit Sales Quotation

Understanding Unit Sales Quotation

A unit sales quotation specifies the price per individual unit of a product or service unlike a  sales quotation that provides an overall cost estimate for a larger quantity or a complete order. Unit sales quotations are detailed and itemized, whereas sales quotations offer a broader pricing overview for potential customers.

 

Settings

Navigate to Settings > Sales.

Under the Quotation Preferences tab, check the box Unit Sales Quotation.

Click on Update.

 

Creating Unit Sales Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the plus button and select the Unit Sales dropdown option.

Fill in all the details in the Unit Sales Quotation form that opens.

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

Click on Save.

 

Viewing Unit Sales Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the Unit Sales Quotation No. which you want to view under the Quotations tab.

On the right hand side of the Quotation Proposal page there are eight buttons which 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 back to the Quotation.

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: In Unit Sales Quotation, a user can take individual GST for all the products.

 

Visit Service Charge Quotation

Understanding Visit Service Charge Quotation

Sometimes the clients come for services of their equipment that are not under warranty. In that case, the technicians will need to visit your customer to resolve an issue. For that, there are some charges that are applicable per visit, this is called a visit charge quotation. 

 

Settings

Navigate to Settings > Sales.

Under the Quotation Preferences tab, check the box Visit Charge Quotation.

Click on Update.

 

Creating Visit Charge Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the plus button and select the Visit Charge dropdown option.

Fill in all the details in the Visit Charge Quotation form that opens.

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

Click on Save.

 

Viewing Visit Charge Quotation

Navigate to Left Menu > CRM Sales > Quotation.

Click on the Visit Charge Quotation No. which you want to view under the Quotations tab.

On the right hand side of the Quotation Proposal page there are eight buttons which 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 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.

Notes:  If a spare part is involved, there is a separate charge for it.

 

MPS Quotation

ASP Quotation

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.

 

AMC Quotation

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.