Edit Quote

Editing Quotes in crmSeries

The ability to retrieve and modify an equipment sales quote is very simple in crmSeries. A list of open sales quotes can be found under My Business menu option or under the Sales Quote tab on the company or prospect record. Below we will step you through the process of searching for sales quotes on the My Business, Sales Quote dashboard.

Searching for Open Quotes

1. Select My Business, Sales, Sales Quotes. This will open a list of sales quotes. NOTE: You can adjust the sales quote list by selecting the search option in the upper left of the form. The search option, My Open Quotes will list the open sales quotes for the logged in user.
2. The column, Quote #, is a link to the sales quote. Select the Quote # link for the sales quote you want to modify. This will open the sales quote in view mode. 

Editing Equipment Quote Groups

Follow the steps from the Searching for Open Quotes (above) to retrieve the quote to modify.

1. Select the Edit button (shown in the image below) for the equipment row that you want to modify. 
2. The Equipment Quote page is sectioned into groups, Machine Pricing, Discounts/Mfg. Programs, Local Options/Attachments, Service Work, Warranty, Misc. Cost, and Sale Price Adjustments. To delete a row from a group, select the Delete icon under the Actions column. To Edit a row from a group, select the Edit icon under the Actions column. NOTE: If you do not see an Edit or Delete icon under the Actions column, you do not have the required user rights. You will need to contact your crmSeries administrator to assign the proper user rights. 

Editing Freight/Shipping

Follow the steps from the Searching for Open Quotes (above) to retrieve the quote to modify. The Freight/Shipping group is located on the Equipment Quote form. Follow the steps below to modify the freight on an equipment quote.

1. Under the Freight/Shipping group, make the necessary adjustments.
2. Once Completed, select the Save button. (See image above.)

Editing a Trade

Follow the steps from the Searching for Open Quotes (above) to retrieve the quote to modify.

1. Select the Trade-In tab.
2. To Add a New Trade to the quote, select the Add Button. (See image above.)
3. If there are any Trade Valuations that have been created for the same company/prospect that the sales quote is for, a list of trade valuations will appear. NOTE: For information about how to complete a Trade Valuation, see Creating a Trade Valuation. The Trade Valuation feature must be turned on in order to enter Trade Valuations.
4. Select one or more trades from the Trade Valuation panel to include on the sales quote.
5. Select the Trade Valuation(s) button. (See image above.)
6. A Trade can be edited by selecting the Edit icon for the trade.
7. A Trade can be deleted from the sales quote by selecting the Delete icon for the trade. NOTE: If you do not see the Delete icon, you do not have delete user rights. Please contact your crmSeries administrator for delete rights.