The crmSeries Parts and Services Quote module allows crmSeries sales reps to create and manage service type quotes.

Adding a New Quote

Follow the steps below to create a new part and service quote.

• From the header menu, select Add, Parts Services Quote.
  NOTE: The Parts and Services Quote name can be customized under System Administration. In the image below, the quote name was changed to FleetCare Quote.

  

• In the Open Panel Enter the Following:
  • Company – Enter the company name to search for available companies to associated with the quote.
  • Contact – Select a contact name from the list.
    NOTE: If the contact is not in the list, select the Add New button to create a new contact.
  • Sales Rep – The user’s name that is creating the quote will automatically appear.
  • Branch – Select a branch associated with the quote.
    NOTE: If a rep is associated with only one branch, the branch will automatically be selected.
• Select the Next Button.

  

• Enter a Quote Type in the Profile Search.
  • Select a Profile from the available list.
    NOTE: A list of available Quote options will appear in the Profile list.

    

• Select the Save Button.
  
• The Quote Options and Pricing will automatically populate based on the profile selected.
  

Update Quantity

• The default quantity of 1 can be modified by overwriting with a new quantity.

  

• Select the UPDATE Button.
  

Add Additional Items

• Enter the Additional items as required under the Header.

  

Save Quote

• When ready to Save the quote, select the Return Button.

  

Submit for Approval

• When ready to submit for approval, select the Submit for Approval link.

  

Print a Quote

• To print the quote, select Actions Button, Built Output option.
  NOTE: The quote status will require Approval prior to printing the quote.
  
  NOTE: Selecting the Documents tab, Build Customer Output is another method to build the output.

  

Quote Dashboard

• From the Header Menu, select My Business, Product Support, FleetCare Quotes.
  NOTE: The Quote Menu name may be different than shown. See how to customize the name under Quote Admin section below.

  

Edit Quote

• From the Dashboard, select the Quote number link to open the quote in view mode.

  

• Selecting the edit icon under the Action column will open the equipment quote details.

  

• Make any modifications to the open equipment quote and select the Return Button when done.
  

Adjust Price Tier

Based on the selected pricing tiers, the selected quote pricing can be adjusted. NOTE: The price tiers are set by a system administrator under the parts and service quote section.

• Select the Edit icon under the Actions column on the Charges panel.

  

• Select a Pricing Tier from the list and Select the Save Button.

  

Adjust Term Length

• Select the Terms edit control to adjust the term length of the quote.
  
• Select a Term Length from the list and select the Check icon to save.
  

Adjust Conditional Charges

Conditional charges are usually associated with additional fees or charges that apply to a quote. As an example, if a service call is required outside of the contract service hours, additional charges may apply. The Conditional Charge amounts will not be applied to the total quote amount and will be listed on the quote as additional charges.

• Select the Edit icon under the Actions column of the Conditional Charges panel.

  

• Update the Conditional Charges and select the Save Button.

  

Add Quote Groups

The crmSeries Quote module allows a sales rep to add multiple quote groups to a single quote. Follow the steps below to add additional Groups to a quote.

• When a quote is open in view mode, select the pancake menu icon to add an additional Group.

  

• From the open panel complete the following:
  • Make – If only one Make is available, the selection will auto populate.
  • Model – If only one Model is available, the selection will auto populate.
  • Profile – Search for the option available from the profile list.
    
  • Select the Save Button to Add the new Group to the existing quote.

Refresh Pricing

If the pricing for any items associated with a quote has been updated by a system administrator, the Refresh Pricing button can be selected to adjust the quote.

• Select Refresh Pricing Button to refresh the quote with adjusted pricing.
  

Quote Admin

Only users with System Admin rights can access the Quote Admin settings. From the System Admin, Select Parts and Service Quoting. Under Settings, General Settings, the Quote Name module can be customized.