ITarian

Associate Records from other Modules to a Quote

You can associate sales orders and activities with a quote. After the quote has been accepted, staff, can generate a sales order / invoice to track the next stages of the deal.

Two ways to associate a quote with other modules

1. Create a quote from within another module,

2. Map a module to a quote.

Please note that quotes must always have a corresponding product or service module associated with them.

To create a quote from other modules

The example below describes how to view and manage the 'Quotes' records associated with an organization record. A similar process can be followed to associate other module types.

• Click 'All' > 'Organization'

• Click on an organization record in the list then click 'Quotes' on the right

• Click the '+ Add Quote' button.

The list contains any quotes you created previously.

• Enter the 'Subject' and 'Product' fields (Other mandatory fields will be populated) and click 'Save'

The quote record will be added to the 'Quotes' interface associated with the organization record.

Generate a Sales record from a quote

To view, add and manage associated records:

• Click 'All' > 'Quote'

• Click any quote to open its detail page
  

The menu on the right shows modules that can be associated with a quote. Click on the 'Sales Order' links to view quote records that have already been associated with a sales order.

You can associate following options with quotes:

• Quote Details – View existing summary information of the quote data, activities, updates and sales order details

• Updates - View the modifications done on the quote record

• Sales Order - Create a new sales order and associate with the quote record

• Activities - Schedule meetings, calls and To-dos on the quote record

There are two ways to generate a sales order from a quote:

• From the 'Quotes' interface:

• Click 'All' > 'Quotes' to open the quotes interface

• Open a quote then click the 'Sales Order' link on the right.

• Click 'More' > 'Generate Sales Order'. Click 'Save' when you have completed the form.

• The new sales order will be associated with the quote.

• From the 'Sales Order Interface':

• Click 'All' > 'Sales Order' to open the sales order interface

• Click 'Add Sales Order' OR open an existing sales order and click 'Edit'

• Use the 'Quote Name' field in the new/edit quote interface to select an existing sales order

The following sections explain these methods in greater detail:

To associate a sales order record to a quote record from the 'Quotes' module:

• Click 'All' > 'Quotes' (under 'Marketing and Sales') to open the 'Quote List' interface

• Select a quote record > Click 'More' and then choose 'Generate Sales Order'

Manage Associated Sales Orders

• Mouse over a contact record to view the options at the far right end of the row

• Click the respective icon for the action you want to execute on the sales order.

	-	Opens the sales order details interface of the respective sales order record. See Add a Sales Order for more details.
	-	Allows you to edit the contact details. See Add a Sales Order for more details.
	-	Removes the sales order record from the list of sales orders associated with the quote record.